About to expire

The About to expiry widget lists the open transactions that will expire soon, so you can extend them or remind the client before it’s too late. The widget’s header shows the number of transactions, for example “About to expiry | 12”.

It shows transactions that are not submitted, deleted or expired yet, and that you are allowed to see. For each transaction:

Column	What it shows
Template	The template of the transaction, or “From file” for an ad-hoc transaction.
Description	The transaction’s description.
Destination	The email address or phone number the form was sent to.
Expiration	The time left until the transaction expires, for example “2 days, 04:30”.

The list shows 5 transactions per page.

Search options

• Time window: select how soon the transactions expire: to 1 hour, 4 hours, 12 hours, 24 hours, 48 hours (the default), 72 hours or 1 week.
• Search: enter text and press Enter, or click the magnifier icon. The search covers the transaction token, template, description, agent, destination and workflow.

Actions

Click ⋮ on a transaction to open its actions.

Extend validity

Select 1 Day, 2 Days or 7 Days and click Confirm. If the transaction belongs to a workflow, only this transaction is extended, not the whole workflow.

Reminder

Select an address from the Destinations list, or enter a new email address or phone number under Email | Phone and click Add new destination. Edit the Message if needed (the default is “Reminder”) and click Confirm. The reminder is sent immediately.

Show workflow

Shown only for transactions that belong to a workflow. Opens the workflow in a new tab.

Show agent

Opens the transaction in the agent screen, in a new tab.

Delete

Deletes the transaction after you confirm. As the confirmation message says, deleting may also delete other forms and processes related to the transaction.

The same transactions and actions are also available on the Transactions screen.