Jadu Connect: Set Up Workflows for Jadu Central Forms

This self-help guide takes you through the process of setting up workflows for Jadu Central forms. It covers the process of gathering the required information, creating the case in Jadu Connect, and then connecting your Jadu Central form using the Jadu Connect Workflow.

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Getting Started

Is Jadu Connect Right for You?

What is Jadu Connect?
Jadu Connect (workflow) is used in conjunction with Jadu Central (forms) to create and manage form routing and approvals. Jadu Connect utilizes a business engine - the workflow functionality is created using business rules and logic.
Overview of Jadu Central and Jadu Connect Functionality
View a grid which outlines some of the featured functionality offered in Jadu Central and Jadu Connect to help you decide if you need Jadu Central only or both Jadu Central and Jadu Connect.

Learn About Access and Support

New User: I need both Jadu Central and Jadu Connect
Existing Jadu Central User: I need to add Jadu Connect
Login to Case Building Environment to View Submitted Cases
Use your Test Jadu Connect username and password. If you are trying to build your case, use the URL provided to you by a Jadu team member.
Login to Production to View Submitted Cases
Use your Production Jadu CXM username and password.
Attend a Working Lab
A time to ask questions and to work on your own project. Members of the Jadu support team are available for one-on-one help.
Technology Help
To get help with Jadu CXM contact Technology Help at 612-301-4357 or [email protected].

Understanding and Planning

Identify Your Business Process
Your unit will need to map its business process for each workflow in CXM you desire to create. Creating your process map at the beginning informs the creation and documentation of your CXM workflow.
LucidChart: What is Process Mapping

While not required, it is strongly suggested you follow these steps and build out a Workbook. Doing so helps you the overall process and speeds up the configuration of your CXM Workflow.

Workbook
This workbook was put together by the Jadu team to help organize thoughts and assist in the process to create your workflow.
Identify the Statuses
Identify the Transitions (Actions)
Define your Jadu Connect Emails (optional)
Define your Rules (optional)
Identify Jadu Central fields that need to be retained and put into Jadu Connect
Map Jadu Central Form Process

Configure a Jadu Connect Workflow

Set Up Case Type In Jadu Connect

Fill out Request Form
Create Statuses
Create Transitions
Create Emails
Add Fields to Jadu Connect Forms
Create Rules
Global Jadu Connect Fields

Set up Jadu Central Forms to work with Jadu Connect

The first form submission from XFP will open a case and send an email with URL to the next form.

Task 1. Create a Jadu Connect Case from a Jadu Central Submission
Task 2. Send an Email with a URL to the Next Form
Task 3. Verify the Case Creation

Each subsequent form can pull in data from the CXM case, update data in the case, and transition the case to a new status.

Task 4. Connect Jadu Central Form to Jadu Connect Case
Task 5. Pull Case Data into a Subsequent Form
Task 6. Update Case with Data from a Subsequent Form
Task 7. Transition Case to "Normal" Status
Task 8. Verify the Case Updates

All CXM cases must reach a final status at the end of the process. No cases should be left open indefinitely.

Task 9. Transition Case to "Final" Status

Advanced Features and Data

Additional Workflow Options

Add Attachments to Your Case
Send Reminder Emails
Auto-Close or Auto-cancel Case
Add Notes
Re-opening a Case
Using a Single Jadu Central Form in Multiple Case Steps
Allow Submitter to Update an Existing Jadu Central Form
Linear (Sequential) - Defined Approver
Only one approval is requested at a time
Non-Linear - Multiple Approvers - All Required
Multiple approvals are requested at a particular status and all responses are required in order to proceeed.
Non-Linear - Multiple Approvers - Some Required
Mutiple approvals are requested at a particular status but only 1 is required in order to proceed.

Export and View Data

How to Send to Perceptive Content
Sending attachments to Perceptive Content/CXM
Exporting Case Data to CSV
View and Filter Case List
Case Overview

Additional Resources

Jadu Forms