General Discussion

  • 1.  Transfer multiple forms at once

    Adopter
    Posted 16 days ago

    Good morning - 

    I was wondering if anyone knew of a way to transfer forms currently dispatched to User A, to User B all at once (there are 60 forms currently assigned to User A)?

    I've been looking for a way and it appears the only way is to do this form by form.

    If anyone knows a way, it would be greatly appreciated.

    Thanks!

    Kylie



    ------------------------------
    Kylie Clarke
    Contracts Manager
    Anderson Environmental Contracting
    WA
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  • 2.  RE: Transfer multiple forms at once

    Staff
    Posted 16 days ago
    Edited by Scott Daly 16 days ago

    Hi Kylie,

    At the moment there is no option in the UI to bulk re-assign all submissions from one user to another. However, we do have a REST API endpoint which would allow you to handle this:

    https://live.prontoforms.com/api-docs#tag/Dispatch-Forms/paths/~1data~1%7BdataId%7D~1change_assignment/post

    This approach would require you to have a little bit of scripting knowledge to iterate through a list of form submission ID's and use the REST API endpoint described in the documentation above to re-assign these. Alternatives like Zapier or Microsoft Power Automate could also be used in conjunction with the re-assignment REST API endpoint to help re-assign the dispatched forms. 


    As an example, using MS Power Automate you could do the following:

    1. Create a excel sheet with 2 columns (this will be the list of dispatched forms along with the user ID you'd like to re-assign them to)
      • Form submission ID 
      • New User
        The table might look something like:


    2. Create a manually triggered Power Automate flow which reads in this list of submissions to re-assign (Using the "List rows present in a table" action):
    3. Loop through the rows in the table using the "Apply to each" loop with an HTTP action type inside the loop. The HTTP action will use values read from the excel sheet to re-assign the dispatches:
      • For the URI use the endpoint specified in the documentation above (https://api.prontoforms.com/api/1.1/data/{dataId}/change_assignment). But, add in dynamic content from the List Rows Present action:
      • Method: POST
      • Body:
        {
        "userId": "<Dynamic column content from List Rows Action>"
        }
      • Authentication: Basic (user name = your API key, password=your shared secret) Documentation on how to create these can be seen here

        You should have something which resembles the following:

    Running this flow will read in the list of dispatch records, and re-assign them to the user specified in the second column.

    Hope this helps!



    ------------------------------
    Scott Daly
    Senior Manager, Implementation Services
    TrueContext
    ------------------------------

    Original Message


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