Entries
The Entries view lists all captured data records (called entries) created from any Form template. An entry can originate from a stand-alone form or from a form used inside a Context/Activity. The table shows who created it, when it was created and last edited, how many edits exist (with version history), and traceability back to the originating Form and path.
Prereqs
- Access to the Zegeba web app and permission to view entries in the workspace.
- To edit, export, archive, delete, or bulk-process entries, you need the respective User permissions.
Table columns (left→right)
- Data ID – Unique, immutable identifier for the entry. Never reused, even if deleted.
- State – Current workflow state badge. Either default states or custom states if configured by the form.
- Progress – Overall progress badge, if configured by the form.
- Description – First descriptive text captured in the entry.
- Data Created By – The user who first created the entry.
- Created – Timestamp when the entry was first created.
- Edits – Number of saved versions.
- Edited – Timestamp of last edit.
- Context – The context type, if the entry was created in a Context/Activity.
- Activity – Name of the Activity Template (if applicable).
- Form – Name of the Form Template used.
- Path – Breadcrumb back to the Form Template’s location.
Version history & audit trail
- If Edits > 1, expand the row to reveal past saved versions.
- Open any version to view how the entry looked at that stage (read-only) for full auditability.
Selecting rows
- The row number becomes a checkbox on hover. Select one or many to enable bulk actions.
Quick filters & search
- Quick filters (top of table): State, Creator, Context, Activity, Form, Select Dates.
- Clear Filters resets all active filters.
- Overflow menu (⋮) at top-right includes: Show Archived, Show Only Archived, and Export Table Data.
- Search supports basic text search across visible columns. Use Advanced Search for cross-system queries.
Sorting
- Click any Column header to sort the table by that column.
- Click the same header again to toggle ascending/descending.
- Sorting respects active filters and search, and the current sort order is used when exporting visible columns.
Per-row actions (Action menu / right-click)
- View – Open the entry in read-only mode to review captured data. Open in a new tab.
- Edit – Open the entry for editing (requires permission).
- Archive – Move the entry to archive; archived entries are hidden by default.
- Open PDF – Open the entry’s PDF report in a new browser tab.
- Download PDF – Download the entry’s PDF report.
- Export – Export the entry to CSV or Excel. Only visible columns are included.
- Delete – Delete the entry.
If you accidentally delete an entry, contact support@zegeba.com as soon as possible; recovery may be possible depending on backup/retention policies and timing. Include some unique identifiable information about the data like the Data ID or unique job description, and any related Context/Activity details.
Bulk actions (when 2+ entries are selected)
- Bulk PDF – Merge multiple entries into a single PDF, choosing pages/order based on templates. A download link will be provided for the composed file.
- Bulk Archive – Archive all selected entries.
- Bulk Export – Export visible columns for selected entries to CSV or Excel.
- Bulk Delete – Delete all selected entries.
Export options
- Export Table Data (from the overflow menu) exports all currently visible rows and columns (after filters/search) to CSV or Excel.
- To export all fields from a form (beyond visible columns), use Form Templates → Form Versions → Export.
Archived entries
- Use the overflow menu to Show Archived (mixed with others) or Show Only Archived. Archived items reappear in the table according to active filters.
Pagination
- Pagination controls appear below the table. Choose how many entries to show per page (default 20).
Next
- Learn about Advanced Search for cross-system queries.
FAQs
How is an entry different from a form?
A form is a template; an entry is a specific data record captured from that template (optionally within a Context/Activity).
What does Data ID mean?
It’s a unique, immutable identifier for the entry. If you delete the entry, this ID will never be reused.
Why does my CSV/Excel export not include every field?
Row-level and bulk exports include only visible columns. For complete datasets, export from Form Templates → Form Versions.
Where can I see archived entries?
Open the table’s top-right overflow menu and choose Show Archived or Show Only Archived.
Can I edit any entry I can see?
Yes, but editing requires appropriate permissions and may be restricted by state or workflow settings.
Open PDF vs. Download PDF — what’s the difference?
Open PDF launches a new browser tab with the report; Download PDF saves the file directly.
What happens when I delete an entry?
The data gets promptly deleted and removed.
I accidentally deleted an entry, can it be recovered?
Contact support@zegeba.com immediately. Recovery may be possible depending on backup/retention settings and how much time has passed. Include the Data ID, the Form Template name, and any related Context/Activity details.
Article ID: 277