A Meta Data Field contains data that is dynamically and automatically generated by the system. In other words, information will be captured about the form, the submitter, the date, etc. that are not provided directly by the user. For example, a user does not need to provide the date that a form was submitted, as this is automatically stored as meta data.
Meta Data Fields can be used in the Form Builder, Form Gadget Conditional Visibility, the Workflow Builder, and in the Document List when creating reports. These fields are labeled with the term Meta Data next to it. Here's an example of what the Meta Fields look like in the Document List:
Available Meta Data Fields
Below is a list of the available Meta Fields.
Number
A unique, system-generated number that is assigned to each document. These numbers are assigned in numerical order in which the form was submitted, regardless of which form the user was submitting.
Submitted At
Lists the date the form was submitted.
Submitter
Lists the name of the person who submitted the form.
Submitter ID
The database ID associated with the Submitter.
Submitter Display Name
The display name in the Submitter's User profile.
Submitter School ID
The School ID in the Submitter's User profile.
Submitter Email
The email in the Submitter's User profile.
Submitter Username
The username in the Submitter's User profile.
Created By
Lists the name of the person that created the form.
Created By ID
The database ID associated with the Creator.
Created By Display Name
The display name in the Creator's User profile.
Created By School ID
The School ID in the Creator's User profile.
Created By Email
The email in the Creator's User profile.
Created By Username
The username in the Creator's User profile.
Created At
Lists the date the form was started.
Last Modified By
The user that last modified the document.
Last Modified By - ID
The database ID associated with the user that last modified the document.
Last Modified By - Display Name
The display name in the User profile for the user that last modified the document.
Last Modified By - School ID
The school ID in the User profile for the user that last modified the document.
Last Modified By - Email
The email in the User profile for the user that last modified the document.
Last Modified By - Username
The username in the User profile for the user that last modified the document.
Last Modified At
The date the document was last modified.
Link to Document
Will provide a hyperlink to the document via 'click here to visit'.
Workflow Runtime (From Submission)
Lists the amount of time a proposal has been in workflow after initial submission. This value will populate once the workflow is completed for the document (statuses of Complete, Denied, and Withdrawn). Please note, in the export it will show the total amount of time it's been in progress in milliseconds.
Workflow Total Run Time
Lists the amount of time it took to complete the entire workflow for a particular document. This value will populate once the workflow is completed for the document (statuses of Complete, Denied, and Withdrawn). Please note, in the export it will show the total amount of time it's been in progress in milliseconds.
Workflow Completed At
Displays the date the proposal completed the workflow.
Workflow Status
Lists the status of the document as it goes through the workflow. Statuses include:
- Complete: Workflow is completed and the document is approved.
- Denied: Workflow is completed and the document is denied.
- Withdrawn: Workflow is completed because the document was withdrawn by the creator. The document cannot be submitted back into workflow; but can be duplicated.
- In Progress: Workflow is still in progress.
- Draft: The document is not yet submitted by the creator. You will only be able to see documents with the status of Draft in the Document List if you enabled the 'Show saved drafts in Document List' option on the initial publish action (more information in the Publishing an App article).
- Error: Denotes an error occurred in the workflow and that the progress of the workflow has been stopped.
Time on Current Step
Lists the current step where the document is at in the workflow and how long it has been on that step.
Current Workflow Step
Displays the name (Step Label) of the current step where the document is at in the workflow.
Also, When fields are hidden behind progressive disclosure it removes the data within those fields. If you choose to hide fields via Conditional Visibility using the workflow step, it will remove the data from the field if it is not on that workflow step. For example, if the field is configured to only show when the proposal is not at the form submission step then if the proposal is sent back to that step it will be removed.
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