Fall '23 Admin Tool Updates
“Backend Action” → “Integration Action”
Although they work exactly the same, we now call them “Integration Actions” instead of “Backend Actions”. You’ll see this nomenclature change across the Admin Tool and Designer.
Combined Form and Workflow Definition
You no longer have to upload/download forms and workflows separately or worry about making sure your form is tied to the right workflow version because form and workflow are now combined into one definition.
- You’ll no longer see a Workflow Definitions tab in the Admin Tool
- Your workflows will now automatically be a part of their corresponding form’s definition (there’s no more concept of separate form and workflow definitions)
- This also means you do not need to click the save button twice in the Designer
New Integration Action Types
We added two new integration action types:
- Embedded Integration Events
- Submission Requests
(1) Embedded Integration Events
We created a new type of Integration Action called Embedded Integration Events to drastically simplify creating Mirata forms that can be embedded in other systems (such as SAP Asset Manager, Fiori, ESRI, etc.)
- This new type of action can be used to communicate with embedded systems for functions like creating, saving, and completing forms (For SAM+Forms, no more copy/pasting MDK rules in the designer!)
- If you are a SAM+Forms customer, your org will come with the standard MDK actions for SAM+Forms pre-uploaded, but you can create additional actions for custom MDK rules
(2) Submission Requests
Use this type of action to delete form submissions in the Inbox. This can be useful when you want to batch delete a set of submissions.
See the Scheduled Jobs section for how you can now automatically run integration actions, such as submission delete requests, on set cadence(s).
Integration Data Mappings
We replaced the JSON Mappings files with a new concept: Integration Data Mappings
- Like Embedded Integration Events, your org will come with the standard MDK mappings for SAM+Forms pre-uploaded, but you can create additional actions for any custom field mappings
- Form designers can reference these mappings in calculations in the Designer
- You no longer need to upload a mapping file in the Admin Tool for each SAM+Forms embedded form
Scheduled Jobs
In the Admin Tool, you can now set up integration actions to automatically run on a scheduled cadence
- Select a list of integration actions
- Set up schedule(s) so it runs weekly, every 1st of the month, every 1st of Jan/Apr/Jul/Oct, etc.
- Some example use cases:
- Delete submissions that were submitted more than X days ago with an email notification
- Send a monthly email of forms that have been in open status for more than X days
Go to the new Scheduled Jobs knowledge article for more details on how to set up your first Scheduled Job
Change History for Data Tables and Integration Actions
You can now view change history for Data Tables, Data Table Records, and Integration Actions in the Admin Tool. Go to the new HISTORY tab to view a log of when updates were made and by who.For each change, you can view the Change Type, Updated At, Updated By, and other relevant metadata.
This history tab will be coming to more places in the Admin Tool soon!
“Not” Option for Queries
Both data table and submission queries now include not equals, not exists, not contains, and not begins expressions.
New View for Integration Actions and Images
Quickly filter and search Integration Actions and Images
- Quickly search by key parameters like name or who last updated the table
- Sort the columns to re-order the tables list