Travel Policy Builder

Intro

In this section in admin panel you can find list of Travel policy builder form requests - form filling results by user in block Travel policy builder.

Form requests list

The Form Requests section displays a table with the following columns:

• Date: The date when the form was submitted.
• Lang: The selected language of the page where the form was filled.
• Country: Values selected by the user during step 'Your business'.
• Company name: Values selected by the user during step '1. Your business'.
• Currency: Values selected by the user during step '1. Your business'.
• Click restart: Displays "Yes" if the user clicked the restart button.
• First name: Values selected by the user during step '10. Your policy'. Now hide;
• Last name: Values selected by the user during step '10. Your policy'. Now hide;
• Email: Values selected by the user during step '10. Your policy'. Now hide;
• Completed: Displays a checkmark or cross, indicating whether the user completed Step 8.
• Downloaded: Displays a checkmark or cross, indicating whether the pdf was successfully downloaded by user.
• Step 1 (*step): Indicates whether the user completed this step (checkmark or cross).
• Step 2 (*step): Indicates whether the user completed this step (checkmark or cross).
• Step 3 (*step): Indicates whether the user completed this step (checkmark or cross).
• Step 4 (*step): Indicates whether the user completed this step (checkmark or cross).
• Step 5 (*step): Indicates whether the user completed this step (checkmark or cross).
• Step 6 (*step): Indicates whether the user completed this step (checkmark or cross).
• Step 7 (*step): Indicates whether the user completed this step (checkmark or cross).
• Step 8 (*step): Indicates whether the user completed this step (checkmark or cross).
• Step 9 (*step): Indicates whether the user completed this step (checkmark or cross).
• Step 10 (*step): Indicates whether the user completed this step (checkmark or cross).

Note: For each step, a checkmark indicates completion, while a cross indicates that the step was skipped or not completed.

Available Actions

The following filters and actions are available for managing form requests:

Filters

• Search: Text input: search by company name, first name, last name or email.
• Date Filter: A date picker to filter form submissions within a specific range (From and To).
• Currency: Dropdown with list of currencies: filter by currency.
• Country: Dropdown with list of countries: filter by country.
• Completed: Dropdown with options:
  • Yes: Filter for completed Step 8..
  • No: Filter for incomplete Step 8..
• Downloaded: Dropdown with options:
  • Yes: Filter for users who downloaded the pdf result.
  • No: Filter for users who didn’t downloaded the pdf result.
• Click restart: Dropdown with options:
  • Yes: Filter for users who clicked the restart button.
  • No: Filter for users who didn’t clicked the restart button.
• Filter Button: Applies the selected filters.
• Clear Filter Button: Resets all filter criteria.

Form field values

The Travel policy builder items section displays a table with the following columns:

• ID: Unique identifier for each item.
• Name: Item name
• Value: Now not used.
• Type: Type of group field data.

Available Actions

• Active / Bin Switcher: Move the translation to the bin or restore it, with the option to permanently delete.
• Type Dropdown Filter: Filter items by type.
• Search Input Filter: Search items by name.
• Send to MemSource: Button for sending items to MemSource (explained below).
• New Item: Add a new item.

Use in form

In the form it is used in selects, checkboxes, radio boxes.

Form Translations

Translations of the block are in the Translations section, translation group - policy_builder.