CRM

User's Form Submissions (Cases)

7min
allow users to keep track of their communication history with your client by outputting form cases prerequisites this layout must be outputted inside a page protected by a secure zone you can use the following links to learn how to set up a secure page and the means to access it create a secure zone create a secure zone sign up form add a secure zone to a page introduction allow users to keep track of their communication history with your client by outputting form cases syntax {% include 'user form submissions', layout 'default' %} parameters layout file structure you can find the user form submissions layouts at the following path in code editor layouts/modules/module 5/user form submissions/ inside this folder, a single liquid file can be created to act as your layout there is no "wrapper" and "item" file needed for this kind of layout developing the layout the loop you'll need to use a liquid for loop to loop over the records in this layout one of the benefits of this is that you can rename the variable under which your fields are kept if you like you can store the variables under the namespace "this" {% for this in submissions %} form name {{this name}} {% endfor %} or, if you want to output the form submissions layout inside a user details layout for example, you can store the variables under a different namespace e g case and continue to use this to refer to the user details (liquid variables are always inherited by layouts included within them) {% for case in submissions %} user name {{this name}} form name {{case name}} {% endfor %} available fields (within the loop) in the following examples, we'll use the namespace "case", but you can substitute this for the namespace you chose when creating your loop {{case form name}} the user friendly name of the form {{case name}} the model schema name of the case e g form 3 this can tell you the form's id {{case id}} {{case created at}} the date the form was submitted use the "| date" filter with ruby formatting to format {{case properties name}} {{case properties email}} {{case properties user id}} {{case properties form field 1 1}} access any of your custom form fields with a variation of this output tag the first number refers to the id of the form the second number refers to the id of the field you can check these ids for your own custom fields in the siteglide admin to see the available data on page load as json, output your namespace within the loop e g \<p>{{case}}\</p>