The Submission Summary Page
You can view all of the details of each submission by clicking on the “View Details” button next to any submission on the submission tab. When you click, you will be taken to the Submission Summary Page with all information about that submission in one place.
The submission summary page is the place you go for all of the details about a single submission. The page is broken into several different areas, each of which provides valuable information:
- Submission Summary Overview
- Total Amounts
- Submitted Information
- Available Actions
- Administrator Notes
Submission Summary Overview
At the top of the submission summary page you will see all of the most important details about the submission:
- Form Name - The form associated with this submission.
- Submitted By - The Do Some Good user who completed the submission.
- Organization Associated - If there is an 'Organization Name' element on your form, and it is filled out, the value place in that field will be listed here.
- State - The current state of this submission. The current state can also be clicked on which brings up the Change State dialog for you.
To the right of the Submission Summary Overview, you will see the 'Total Amounts' box. This box will only be visible if you have a monetary Tally Field of some sort. If your form does not deal with money, there will be no Total Amounts section on the Submission Summary page. The summary page is meant to give an overview of each of the tally fields that contribute to a monetary request or an in-kind product or service request. The area lists each individual tally field in the appropriate section but it also lists the totals for each category and even the original total value for each category. Unfortunately there is not sufficient room on the screen to put the original and updated value for every request value on your form, but if you click the 'Edit Key Values' link at the top of the page it will itemize the individual entries.
Beneath the summary area is the 'Show Submitted Information'. Clicking this button will show every field on your form, in the order they appear on the form along with the value entered by the submitter. It will also show values that have been updated by other administrators beside original values.
The Submitted information does include titles and subtitles but omits things like bullet text, paragraphs, banner images or other visual elements.
If you set an element property to be an 'Internal Field (Admin-Only)', you will be able to view and edit that value along with any other key values in the submitted information area.
If you included image upload field, it will display visually in the submitted information area, if you included a generic file upload, links to that image will be available in the submitted information area.
At the top right of the page you will have a number of actions available to you that are appropriate for this submission. Some of these options will only be present if you have particular properties set on your form elements.
- Create a Story - If you have added a “Suitable for story" flag to questions in your form, click this button and responses to those questions will pre-create a story you can share on Do Some Good with a single click. From there you can share to social media, use our news widget to auto-update your website. Depending on your location, you may even get exposure with one of our local media partners (where available). The Create a Story option will be absent if there are no 'Sutiable for Story' elements on your form. For more information on how to use Forms to create impactful stories automatically, check out this article!
- Edit Key Values - A way for you to edit any fields 'Requires confirmation on state change' from your form, such as adjusting the amount requested by an applicant to the amount you will grant them. You also have the opportunity to notify the applicant of this change. A record of your change is saved in the Recent Activity area (see below). The Edit Key values will always show the original amount entered by the submitter as well as the most recent update to any field made by another administrator. The 'Edit Key Values' option will only be visible if you have fields that require confirmation on state change in your form.
- Change State - The change state button will open up a dialog box that can be very simple when changing to a non-approved state but can become more complex if your form has values that require confirmation and the submission is moving to an approved state. When you are changing a submission state you have options such as:
- Notify the respondent of the change (or not)
- create a custom message to the respondent (or not)
- choose to update values that require confirmation (or not)
- How you choose to change state and which states you choose to use will be highly dependent on the type of form you design and the program you are running. More details about state change and workflow can be found here.
- Administrator Notes - An area for you to jot down notes about the submission, such as key points about decisions making, reminders, etc. These are only visible to administrators on your team and not the submitter.
- Recent Activity - A list of all of the interactions with the submission indicating who did what and when. This includes any edits made to the submission details, notifications that are sent, state changes and edits to notes. In each case, the name of the administrator who initiated the action is recorded, along with the date and time.
Options are located on the right side of the submission summary page and currently include two choices which are always available in every submission.
- Message Applicant - A way for you to communicate directly with the applicant. The message sent is between the particular administrator sending the message and the recipient, other administrators can not see the message and it is not linked to the submission through the activity feed or other means. Do Some Good is exploring options on how to link the message content to the submission for all administrators to see but this feature is not available yet.
- Print / Print To PDF - This button simply opens up your default print dialog associated with your web browser. Do Some Good formats the submitted information along with some summary information in a printable format and your computer does the rest. You can choose to print to any printer you have access to or use your built in printing settings to save to a PDF.