BANDEJA DE FLUJOGRAMA SIN INFORMACIÓN

Hola,

Tengo inconvenientes en la bandeja de mi flujograma, anteriormente cuando alguien completa el formulario nos refleja en la bandeja toda la información que el cliente completó, así como los documentos y los siguientes pasos que lleva el flujo, de esta manera.

Justo hace unos días cuando alguien completa el formulario ya no refleja la información completa, tampoco los procesos siguientes del flujograma, por lo que no sé si se deberá a algún tipo de modificación o que sucedió para que no refleje toda la información como anteriormente lo visualizaba.

Ahora se ve de esta manera:

Hi Gestion,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

From your message, I understand that your workflow inbox (bandeja de flujograma) used to display complete information submitted by clients, including documents and the next steps in the workflow. However, recently it stopped showing the full information and subsequent workflow steps as before.

This issue could be related to recent changes or modifications in your form or workflow settings that affect how submissions and workflow steps are displayed in your inbox.

To assist you better, please check if any changes were made to the form fields, workflow configuration, or permissions that might affect the visibility of submission data and workflow steps. Also, verify if the integration between your form and workflow is intact.

If you need detailed guidance on reviewing or restoring the workflow inbox display, please let me know.

Give it a try and let us know how it goes.

No recuerdo tocar nada, tengo una notificación al correo corporativo, donde ahí sí puedo visualizar la información, pero necesito que en la bandeja del flujograma se vea todo el proceso

Hi Gestion,

Thanks for your response. I understand that you have not made any changes and that you can see the complete information in your corporate email notifications, but you want the full process and details to be visible directly in the workflow inbox (bandeja del flujograma).

This suggests that the issue might be related specifically to how the workflow inbox is configured to display submission data and workflow steps. It could be a display setting or a filter applied to the inbox that is limiting the visible information.

Let me help you with some steps to check the workflow inbox settings and ensure it shows the complete process and information as before:

1. Review the workflow inbox display settings: Check if any filters or columns have been changed or hidden that might affect what information is shown.
2. Verify workflow step visibility: Confirm that all workflow steps are set to be visible in the inbox and that no steps are being excluded.
3. Check form and workflow integration: Ensure the connection between the form submissions and the workflow inbox is active and properly configured.

If you want, I can provide detailed instructions on how to review and adjust these settings.

No encuentro el motivo, al parecer es como si no estuviera dentro del formulario, pero en mi flujograma todo está conectado.

Hi Gestion,

Thank you for the update. From what you describe, it seems like the workflow inbox is not properly recognizing the form submissions, even though everything appears connected in your workflow setup.

This could indicate a possible issue with how the form data is being linked or synchronized with the workflow inbox. Sometimes, even if the workflow steps are connected, the form fields or submission data might not be fully integrated or mapped correctly.

To address this, I recommend reviewing the following:

1. Form and workflow integration settings: Double-check that the form is correctly linked to the workflow and that all necessary fields are mapped to the workflow steps.
2. Submission data mapping: Verify that the data from the form submissions is properly mapped to appear in the workflow inbox.
3. Workflow inbox configuration: Ensure that the inbox is set to display all relevant fields and steps from the form and workflow.

If you want, I can guide you through these checks step-by-step to help identify where the connection might be breaking down.

Si, deseo guia

Hi Gestion,

Thank you for confirming that you would like guidance. Let me walk you through the steps to review and adjust your workflow integration and inbox settings to ensure the form submissions and workflow steps display correctly in your workflow inbox.

Here’s how to do it:

1. Check form and workflow linkage: Go to your workflow settings and verify that the form is properly linked to the workflow. Ensure that the correct form is selected and connected.
2. Review field mapping: In the workflow setup, confirm that all necessary form fields are mapped to the corresponding workflow steps so that data flows correctly.
3. Inspect inbox display settings: Open the workflow inbox and check if any filters or column settings are hiding information. Adjust columns to show all relevant fields and workflow steps.
4. Test with a new submission: Submit a test entry through your form and observe if the data appears fully in the workflow inbox with all steps visible.
5. Adjust permissions if needed: Make sure you have the appropriate permissions to view all workflow steps and submission details in the inbox.

If you encounter any specific step where you need more detailed instructions or screenshots, please let me know, and I will provide further help.

Hi Management,

I cloned your form and tested it to see if I could replicate the issue, but everything was working properly. Check out the screencast below to see my results:

I optimized the form's performance by clearing the cache. Can you try clearing your browser's cache and cookies and see how it goes?

Give it a try and let us know if you need any help.

Gracias, ya me funciona correctamente