This is the eighth of nine tasks for setting up your XFP forms to work with CXM. Please go to the Self-Help Guide, under the Configure a CXM Workflow column, for more information.
The following steps assume successful testing of the initial case creation in Task 3: Verify the Case Creation. This testing builds upon the previous testing, picking up where the prior steps left off.
This article allows you to make sure:
- The Next Form URL opens the correct form
- The CXM fields on the landing page are correct
- The CXM Case Number populates
- The Access Code Verified field is Yes
- Data pulls into your next form as expected
- Data populates in the CXM case correctly and no data unintentionally clears from CXM.
- CXM Case transitions successfully for all workflow paths
Note: This is not a comprehensive list of testing steps for your XFP form(s). Your forms may need additional testing.
Verifying the Email URL and Prefilled Fields
- From your email inbox, open the email sent from XFP
- Click on the URL and make sure the correct XFP form open.
- If you set up the form to require a sign-in, sign in using your U of M login information.
- On the landing page, make sure:
- The CXM Case Number field contains the correct case number
- The Access Code Verified field contains the value Yes
- Click Next
- Make sure any CXM data set to prefill from your first form into your subsequent form populates.
- Complete the remaining form fields.
- Click Submit.
Verifying the XFP Submission Logs
- Log into the XFP Form Building Environment
- Go to the Received tab in your XFP form
- Click the link under Reference to open the most recent submission
- Click on the Log tab to check for success status in the Jadu CXM Type section
- If the status is error, click on the View details link in the Actions column to see more information
Verifying Case Data Updates Correctly in CXM
- Log into the CXM Workflow Building Environment
- Find the Reference number that matches the reference number listed in the XFP log
- Make sure the status matches your desired status after the case transition.
- Make sure the status matches your desired status after the case transition.
- Click the case Reference link for the submission you wish to view
- Click the Details tab to see the current values for the CXM fields. Make sure:
- the correct data is in each field
- all fields expected to have data are correctly populated
- If a field is on your CXM form but not listed, then no data sent from XFP for that field.
- Click the Details tab to see the current values for the CXM fields. Make sure: