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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Submissions page at /fw/submissions provides a paginated, searchable list of all form submissions for the active organization, with filters by form, status, and date range, and support for CSV/JSON export and bulk PDF export.

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Overview

The Submissions list displays form submissions in a paginated data table (50 per page). Each row shows: form name (link to detail), submitted by, submitted at, status badge, and action buttons (export as PDF, View). Users can select non-draft submissions for bulk PDF export. Submission data may contain PHI — access is controlled by fw.submissions.view.

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Who it’s for

Requires fw.submissions.view permission (FW_PERMISSIONS.SUBMISSIONS_VIEW), enforced by RequirePermission in src/routes/fw.tsx.

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Before you start

  • You must have the fw.submissions.view permission.
  • Ensure the organization context is set; submissions are scoped to the active organization.

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Steps

Viewing submissions:
  1. Navigate to /fw/submissions.
  2. The table loads the first page of submissions (up to 50).
  3. Use pagination controls at the bottom to navigate pages.
Filtering:
  • Form filter — Select a specific form from the dropdown to show only its submissions.
  • Status filter — Select a status (draft, submitted, reviewed, completed, rejected) to filter by lifecycle state.
  • Date range — Use the date-range popover to filter submissions by submission date.
  • Search — Type in the search box to filter by form name or submitter name/email (client-side filter on the current page).
  • Select Clear Filters to reset form and date filters.
Exporting:
  • Export CSV — Downloads a CSV of submissions matching the current status filter.
  • Export JSON — Downloads a JSON file of submissions matching the current status filter.
  • Bulk PDF export — Select non-draft submissions using row checkboxes, then select “Export N as PDF” in the bulk action bar.
Viewing a submission: Select the form name link or the View button to open /fw/submissions/:id. Single PDF export: Select the PDF icon on any non-draft submission row. The browser navigates to /fw/submissions/:id?action=pdf, which auto-opens the export dialog.

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Key concepts

  • Submission status — draft, submitted, reviewed, completed, rejected. Only non-draft submissions are selectable for export.
  • Page size — Fixed at 50 submissions per page.
  • Search scope — Filters by form_name, submitter_name, and submitter_email on the current page’s loaded data.
  • Bulk PDF export — Uses useBulkSubmissionPdfExport; selection is cleared on successful export.
  • PHI — Submission data frequently contains PHI. Do not export or share without authorization.

Forms & Workflow

Forms & Workflow core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fw.tsx
  • src/cores/fw/pages/SubmissionsList.tsx
  • src/cores/fw/hooks/useSubmissionList.ts
  • src/cores/fw/hooks/useSubmissionExport.ts
  • src/cores/fw/hooks/useBulkSubmissionPdfExport.ts