There are a variety of tools available for building online forms.
Resources
Comparisons
You can use a variety of tools for sending messages to a group. We have outlined solutions, rated them for effort required, and have identified key considerations.
How-Tos
This checklist is for Knowledge Editors to use when approving internal articles in TDX and when publishing public articles to the IT site.
Data Extension is another name for the file that gets loaded to Salesforce Marketing Cloud (SMC) as a result of a Donor Management System (DMS) email request.
Who can I contact with help on DMS Data Extensions?
Contact the person who submitted the request for a DMS Data Extension.
Who can I contact with help on DMS Data Extensions?
Contact the person who submitted the request for a DMS Data Extension.
All commercial emails must include an unsubscribe (opt-out) link, a privacy policy link, and other content described below.
This required info is usually included in the footer of the email.
Unsubscribe requests for DMS-sourced Data Extensions are recorded in DMS.
The Donor Management System (DMS) is a collection of custom-designed modules and integrated software services that serves over 1,800 users (staff around the UMN including the five campuses) who work in alumni relation
Protecting the integrity of private data stored in DMS is everyone's responsibility. Procedures must be followed to protect this data.
To request a Data Extension sourced from the Donor Management System (DMS), submit a Query Request via a web form within DMS.
The Donor Management System (DMS) is the source for accurate and up-to-date information on alumni and donors to the University of Minnesota.
University of Minnesota business analysts and technology staff may use the links on this page to access the PeopleSoft Financials demo, development, and test instances as well as web self-service applications that i
University of Minnesota business analysts and technology staff may use the links on this page to access the PeopleSoft Financials demo, development, and test instances as well as web self-service applications that i
University of Minnesota business analysts and technology staff may use the links on this page to access the PeopleSoft Financials demo, development, and test instances as well as web self-service applications that i
University of Minnesota business analysts and technology staff may use the links on this page to access the PeopleSoft Human Resources demo, development, and test instances as well as web self-service applications t
University of Minnesota business analysts and technology staff may use the links on this page to access the PeopleSoft Human Resources demo, development, and test instances as well as web self-service applications t
University of Minnesota business analysts and technology staff may use the links on this page to access the PeopleSoft Human Resources demo, development, and test instances as well as web self-service applications t
University of Minnesota business analysts and technology staff may use the links on this page to access the PeopleSoft Enterprise Portal/Interaction Hub demo, development, and test instances.
University of Minnesota business analysts and technology staff may use the links on this page to access the PeopleSoft Enterprise Portal/Interaction Hub demo, development, and test instances.
University of Minnesota business analysts and technology staff may use the links on this page to access the PeopleSoft Enterprise Portal/Interaction Hub demo, development, and test instances.
University of Minnesota business analysts and technology staff who are authorized to access the demo, development, and test instances for several cross-area enterprise applications may use the links
University of Minnesota business analysts and technology staff who are authorized to access the demo, development, and test instances for several cross-area enterprise applications may use the links
University of Minnesota business analysts and technology staff who are authorized to access the demo, development, and test instances for several cross-area enterprise applications may use the links
University of Minnesota business analysts and technical staff may use the links on this page to access the PeopleSoft Campus Solutions demo, development, and test instances as well as web self-service applications t
University of Minnesota business analysts and technical staff may use the links on this page to access the PeopleSoft Campus Solutions demo, development, and test instances as well as web self-service applications t
University of Minnesota business analysts and technical staff may use the links on this page to access the PeopleSoft Campus Solutions demo, development, and test instances as well as web self-service applications t
University of Minnesota business analysts and technical staff who are authorized to use the UM Analytics releases, access them by selecting one of the sign-in links
University of Minnesota business analysts and technical staff who are authorized to use the UM Analytics releases, access them by selecting one of the sign-in links
University of Minnesota business analysts and technical staff who are authorized to use the UM Analytics releases, access them by selecting one of the sign-in links
Once a Case has been resolved it will need to be Closed. When and why to close Cases will be determined by internal business practices.
While the preferred method to create Cases is using the Find Contacts button sometimes you'll need to enter a Case fo
If you have a customer that has no EMPLID or UMN Email to pull from Peoplesoft into CRM and you have
What is an Assignment Group?
Assignment Groups allow you to use Round Robin assignment for Cases, so that you can ch
When someone walks-in or calls a Case may not be automatically created within Student Services CRM. This means a new Case has to be created.
Tasks are like a To-do list within CRM.
Student CRM communicates with Peoplesoft, but not automatically. When a student emails from their UMN Email address the Contact is automatically associated with the Peoplesoft record.
What Are Views?
Creating Views is a great way to save yourself time when looking for certain types of records. At the top of every individual Object's Home Tab (i.e.
What Are Queues?
Queues in Salesforce allow you to assign logic behind the ways Cases or other desired Objec
Logging In and Timing Out
Your first login will be with the URL you receive in your setup email.
Once Assignment Groups have been created different Users can be assigned and indicate whether or not they should be receiving
What Cases you should be accessing and which Cases will be available to you will vary per your internal business processes.
Round Robin Assignments allow you to assign which staff are going to be actively getting Cases associated with a particular Assignment G
The Service Console within Enterprise CRM is a way of looking at and organizing information. Some of the navigation elements are not always clear.
When working in Enterprise CRM and setting up new business processes it can sometimes be confusing to remember which type of Object you need set up for what purpose.
First Login
When your account gets created you will get an email from Salesforce titled Finish resetting your Salesforce
When someone puts in a request via email, a web form, or walks-in to one of your locations they may provide different information for themselves based on the information requested and their place within the applicatio
Most of the time when working with Cases you'll be managing email communications. The below is an outline of how to navigate to and send an email from a Case record.
Setting Default Record Types can save time. When creating different records there may be dropdown menus where the same field gets selected over and over again.
The Service Console is often used for Case management, which means you'll often be working out of a Queue.
Walk-in Locations and Counters let you organize your Case and Staff assignment.
Cases usually come in with some kind of logic to them. They may come from a particular web form, email address, or meet certain dropdown criteria.
Sometimes a Case will come into the wrong queue or another group will reassign one of thei
Depending on how your access has been setup you may be assigned to different Walk-in Locations and Counters at different times.
What is Martin?
Martin is what Salesforce calls a full sandbox. That means that it is a complete copy of the production system.
Google Docs within CRM allow you to associate Google items from your Drive to records within CRM.
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records within CRM using various formats.
Notes within CRM allow you to associate information with records.
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records within CRM using various formats.
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records within CRM using various formats. 
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records within CRM using various formats.
What Are Google Docs, Notes, and Attachments?
Google Docs, Notes, and Attachments can be used to associate particular information or documents to records with
Attachments in CRM allow you to put outside documents into the tool and associate them with particular records.
What Are Interested Party Assignments?
Interested Parties allow you to assign the name of a group to relevant Contact and/or Bio records.
What is Additional Contact Information?
Additional Contact Information allows you to add information to a Contact record beyond the default Home and Other addresses within the default Address Infor
What Are Tags?
Tags are a way to associate information with Contact, Organization, and/or Lead records within CRM. They are a bit like
What Are Travel Records?
Travel records allow you to associate events, notable time periods (like semesters, fiscal quarters, etc.), campuses, and other information you'd like to record with a specific
What Are Bios?
Bios records are tools that allow you to assign information about a contact or organization to the Contact or Organization record within Enterprise CRM.
What is a Lead?
Leads can be used to capture potential opportunities within Enterprise CRM, such as people you've me
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Tasks?
Tasks are like a To-do list within CRM. They can be used to assign yourself or other Users to call, email, or meet with Contacts or Organizations that can show up on your Home Tab.
What Are Tasks?
Tasks are like a To-do list within CRM.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Tasks?
Tasks are like a to-do list within CRM. They can be used to assign yourself or other Users to call, email, or meet with Contacts or Organizations that can show up on your Home Tab.
What Are Tasks?
Tasks are like a To-do list within CRM.
What Are Tasks?
Tasks are like a to-do list within CRM. They can be used to assign yourself or other Users to call, email, or meet with Contacts or Organizations that can show up on your Home Tab.
What are Tasks?
Tasks can be used like a To-do list within CRM. They can be used to assign Users to call, email, or take any other type of action with Leads.
What Are Travel Records?
Travel records allow you to associate events, notable time periods (like semesters, fiscal quarters, etc.), campuses, and other information you'd like to record with a specific
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Events?
Events allow you to add information related to CRM records while designating a specific time period.
What Are Interested Party Assignments?
Interested Party assignments allow you to assign the name of a group of Users to relevant Contact and/or Bio records.
What Are Interested Party Assignments?
Interested Party assignments allow you to assign the name of a group of Users to relevant Contact and/or Bio records.
When you want to change something within Enterprise CRM, or if something isn't quite working the way you think it should, then you'll need to create an Internal Support Case.
What Are Bios?
Bios records are powerful tools that allow you to assign information about a contact or organization to the Contact or Organization record within Enterprise CRM.
What Are Bios?
Bios records are tools that allow you to assign information about a contact or organization to the Contact or Organization record within Enterprise CRM.
What Are Bios?
Bios records are powerful tools that allow you to assign information about a contact or organization to the Contact or Organization record within Enterprise CRM.
What Are Views?
Creating Views is a great way to save yourself time and hassle when looking for certain types of records. At the top of every individual Object's Home Tab (i.e.
Customizing your Tabs can save time.
Log a Call is best used when you are recording an interaction that has happened with a particular contact and perhaps a follow-up Task is needed.
What Are Calls and Emails?
Calls and Emails allow you to track communications with your records within CRM.
What Are Calls and Emails?
Calls and Emails allow you to track communications with your records within CRM.
What Are Calls and Emails?
Calls and Emails allow you to track communications with your records within CRM.
What is an Opportunity?
Opportunities are for interactions that your business unit would like to track and forecast.
What Are Contacts?
Contacts are a major part of Enterprise CRM.
What Are Interested Party Assignments?
Interested Party assignments allow you to assign the name of a group of Users to relevant Contact, Organization and/or Bio records.
What is a Lead?
Leads can be used to capture potential opportunities within Enterprise CRM, such as people you've met at a conference or someone who emailed your business unit requesting additional informati
What Are Travel Records?
Travel records allow you to associate events, notable time periods (like semesters, fiscal quarters, etc.), campuses, and other information you'd like to record with a specific locat
What is an Opportunity?
Opportunities are sales, pending deals, or other transactions or interactions that your business unit would like to track and forecast.
What Are Organizations?
Organizations are a major part of Enterprise CRM.
What is Reserved Contact Data?
Reserved Contact Data allows you to add information to a Contact that is private to your
What is Reserved Organization Data?
Reserved Organization Data allows you to add information to a Or
What Are Tags?
Tags are a way to associate information with Contact, Organization, and/or Lead records within CRM.
What is Reserved Contact Data?
Reserved Contact Data allows you to add information to a Contact that is private to your business unit or organization.
What is Reserved Organization Data?
Reserved Organization Data allows you to add information to an Organization that is private to your business unit or organization.
Send an Email allows you to send an email associated with the Contact record to a single or multiple Contacts by either typing, copying and pasting in content, or using any
What Are Privacy Settings?
Privacy settings within Enterprise CRM will dictate what information other users can see on records.
What is Sharing?
Default Sharing settings within CRM have been set by the Internal CRM Support Team and dictate the p
What is a Lead?
Leads can be used to capture potential opportunities within Enterprise CRM, such as pe
Why Use the Global Search Bar?
Many times while working within Enterprise CRM you may be pulling the records you need from
When you get an email saying Case Ready for Verification in Martin, it means that a Case you submitted has been updated in
When you get an email saying Case Ready for Verification in Production, it means that a Case you submitted has been fixed and pushed to the live
Many users inquire about the differences between Google Groups and Listservs. Although Listserv was scheduled to be retired, this has been delayed indefinitely due to some of the unique benefits it provides.
Google Groups is a tool for a team of users to quickly collaborate with one another.
Google Groups, a tool for a team of users to quickly collaborate with one another either via email, or any of Google's various applications, is available with Google Apps for the University of Minnesota.
Find and Join a Group
Please note that this method should not be used to create a Google Group for the University.
Google recently announced updates to Google Groups management settings that take effect in early June 2019.
This checklist should be completed prior to submitting a request to have your Jadu Central form moved to production. It is intended to guide you through the list of items on your form that will be checked and wil
This checklist should be completed prior to submitting a request to have your Jadu Central form moved to production. It is intended to guide you through the list of items on your form that will be checked and wil
Add Page to Form
Once you have pages within the context of your form, you can add the pages into the form structure.
In your action template, you may include form data called Form variables.
In your action template, you may include form data called Form variables.
Some accessibility evaluation is a manual process, but tools are available to help.
For Jadu forms that do not require login, the
Some accessibility evaluation is a manual process, but tools are available to help.
For Jadu forms that do not require login, the
When you create an Action Template, you will be prompted to choose a Template Type. Some of the listed Template Types are unavailable in our implementation of Jadu Forms, as shown in the list below the screenshot.
When you create an Action Template, you will be prompted to choose a Template Type. Some of the listed Template Types are unavailable in our implementation of Jadu Forms, as shown in the list below the screenshot.
If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.
From the Pages tab,
If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.
From the Pages tab,
Before you create a PDF Action Template to store Jadu Central form data, you must have a PDF file with fillable fields already defined.
Before you create a PDF Action Template to store Jadu Central form data, you must have a PDF file with fillable fields already defined.
You may enable reCAPTCHA in your Jadu Forms to prevent automated software from engaging in abusive activities.
You may enable reCAPTCHA in your Jadu Forms to prevent automated software from engaging in abusive activities.
Jadu Central provides an action for creating a CSV or XML file of each submission, containing only the fields that you choose.
Jadu Central provides an action for creating a CSV or XML file of each submission, containing only the fields that you choose.
File Upload elements are useful when you need form submitters to upload a document or photo to attach to a form.
File Upload elements are useful when you need form submitters to upload a document or photo to attach to a form.
Use descriptive names for rules.
Use descriptive names for rules.
Some integrated components need extra information in order to work. This extra information is referred to as an input.
An Integrated Component brings data into your form from an external source.
An Integrated Component brings data into your form from an external source.
SR - Admit Date - Undergrad (PS)
Description: Displays the undergraduate admit date for the currently logged in student.
USERV - D - Position Detail - Union (PAN)
Description: Displays the union of the currently selected position. If the position doesn't exist, the field will be empty.
ADM - School Lookup (PS)
Description: Allows a user to search for and select a school to get the associated school code.
Source System: Peoplesoft
CLI (R) - Class Validation (PS)
Description: Allows an end user to see how many times a student has taken a specific course and if they are allowed to take it again based on the studen
SF Direct Deposit Status (PS)
Description: Displays the student financials direct deposit status of the currently logged in student.
SR - Admit Term - Undergrad (PS)
Description: Displays the undergraduate admit term for the currently logged in student.
SR - Admit Type - Undergrad (PS)
Description: Displays the undergraduate admit type for the currently logged in student.
SR - Aid Year (PS)
Description: Displays the aid year based on the campus ID, career ID and term ID.
Source System: Peoplesoft
SR - Career/Campus Selector (PS)
Description: Allows a user to select a career/campus from a list of all of the currently logged in user's active career/campus combinations.
SR - College/Major Lookup (PS)
Description: Allows a user to first select a college from a list.
SR - Dropped Enrollment (PS)
Description: Allows a currently logged in user to select a course from a list of courses that they are currently enrolled in.
SR - Plan Information (PS)
Description: Allows a currently logged in user to select a plan from a list of their currently active plans.
SR - Plan/SubPlan Display (PS)
Note: This component is display-only and should not be used in emails, PDFs, or for mapping to other fields in Jadu.
SR - Term Selector (PS)
Description: Allows a user to select a term from a list of terms defined by the form builder.
Source System: Peoplesoft
UMN - Address - Mailing (PS)
Description: Displays the mailing address for the currently logged in user. If there is no mailing address, the field will be empty.
UMN - ADM - FICE Code
Description: Allows a user to lookup a school's FICE code using the Peoplesoft external organization ID.
Source System: Peoplesoft
UMN - Country Lookup (PS)
Description: Displays a list of countries in a dropdownlist.
Source System: Peoplesoft
Fields On Form:
UMN - Department - Z (PS)
Description: Displays the z-department of the currently logged in user.
Source System: Peoplesoft
UMN - Email (PS)
Description: Displays the email of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Employee ID (PS)
Description: Displays the employee id of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Internet ID (PS)
Description: Displays the internet id for the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - First (PS)
Description: Displays the first name of the currently logged in user.
Source System: Peoplesoft (Accessed Through Boomi)
UMN - Name - Full (PS)
Description: Displays the full name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Last (PS)
Description: Displays the last name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Middle (PS)
Description: Displays the middle name of the currently logged in user.
Source System: Peoplesoft
UMN - Staff Position (PS)
Description: Displays the position of the currently logged in user if they are a staff member.
USERV - Active Position Lookup (PAN)
Description: Allows a user to search for a position that is in the PAN database by selecting any combination of department, job code, and position id.
USERV - D - Position Detail - Craft (PAN)
Description: Displays the craft of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - Crew (PAN)
Description: Displays the crew of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Job Code (PAN)
Description: Displays the job code of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - Site (PAN)
Description: Displays the site of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - Supervisor (PAN)
Description: Displays the supervisor of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - UM Title (PAN)
Description: Displays the UM title of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - Warehouse (PAN)
Description: Displays the warehouse of the currently selected position. If the position doesn't exist, the field will be empty.
CLASS - Instructor Lookup (PS)
Description: Allows a user to search for and select a school to get the associated FICE code.
Source System: Peoplesoft
SR - Student Lookup (PS)
Description: Allows a user to lookup a user by their emplid or internet id.
Source System: Peoplesoft
Logic
Logic can be used to calculate something that will be useful later in the form, such as a value based on question answers and sta
Logic
Logic can be used to calculate something that will be useful later in the form, such as a value based on question answers and sta
Using logic in Jadu Central forms enables you to create formulas to calculate numeric and textual values.
Using logic in Jadu Central forms enables you to create formulas to calculate numeric and textual values.
There are two types of data integrations that can be used in a Jadu Central Form:
There are two types of data integrations that can be used in a Jadu Central Form:
An overview of the page elements (fields) available to form builders to use in their forms.
An overview of the page elements (fields) available to form builders to use in their forms.
When you create your predefined logic, choose one of the items in the table below from the Formula menu.
When you create your predefined logic, choose one of the items in the table below from the Formula menu.
UMN - Flag - SR - Degree Checkout Status
Description: Allows a user to lookup the logged in end user's degree checkout status.
Source System: Peoplesoft
UMN - Flag - SR - User Has Active Career
Description: Determines if the logged in end user has an active career based on the career and campus selected by the form builder.
UMN - Flag - USERV - Can Access PAN
Description: Determines if the logged in end user can access data in the PAN database.
Source System: PAN Database
UMN - Perceptive Index - Full Name
Description: Pulls the logged in user's full name from Peoplesoft and trims it to 39 characters. This is intended to be used as a Perceptive index.
UMN - Perceptive Index - Trim Value
Description: Pass in a value and it will be trimmed down to 39 characters. This is intended to be used as a Perceptive index.
UMN - SR - Current Term
Description: Pulls the current term for the campus and career selected.
Source System: Peoplesoft
Documents can be sent to Perceptive Content for long-term storage. These records can either be archived or added to a Perceptive Content workflow process for further processing.
Documents can be sent to Perceptive Content for long-term storage. These records can either be archived or added to a Perceptive Content workflow process for further processing.
A Jadu Action Template can be used to send one or more emails.
A Jadu Action Template can be used to send one or more emails.
Set Form Reentry Settings (optional)
Set Form Reentry Settings (optional)
Jadu Central can be accessed using the UMN Sign-In page and Duo.
You can use a simulator to test your form for mobile use. This will help you determine what adjustments you can make to improve your design.
You can use a simulator to test your form for mobile use. This will help you determine what adjustments you can make to improve your design.
Creating a PDF
Your initial form can be created using a variety of tools, after which you can use Adobe Acrobat DC to make it a fillable PDF form.The software you can use to create a PDF&nb
There are a few things that are required for all UMN Jadu Central Forms.
There are a few things that are required for all UMN Jadu Central Forms.
In the Jadu Central Form Building Environment, if you are unable to view a form you have recently created and/or worked on, the form may be offline.
Creating Jadu Forms will be easier if you understand their vocabulary.
Creating Jadu Forms will be easier if you understand their vocabulary.
When a new version of a Jadu Central form is moved to the Production environment, it will be at a different URL than the previous version of the form.
When a new version of a Jadu Central form is moved to the Production environment, it will be at a different URL than the previous version of the form.
To test your form, you need to make it Live.
To test your form, you need to make it Live.
You can take your business process diagram and add in Jadu Central and Jadu Connect steps. This helps you to figure out how your Jadu Connect workflow will work.
Jadu Connect Forms are the logical grouping of fields available to Jadu Central at the time of creating and editing a case.
There may be situations where a case status needs to be transitioned automatically to a final Status based on criteria set by the form builder.
This is the fourth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
This article outlines how to set up a template to initiate a Jadu Connect Case submission and send Jadu Central form data to the case.
Emails can send from Jadu Connect to alert users of dates or to send reminders.
Rules provide a flexible way of automating actions based on triggers within a case. Rules are most commonly used for:
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. A case can be in only one status at a given point in time.
Transitions are the routes a case can take from one status to another.
Use emails from Jadu Connect to alert users of dates or to send reminders.
Note: Emails in Jadu Connect are not as customizable as those in Jadu Central.
Rules in Jadu Connect are optional functionality most commonly used for sending reminders and auto-transitioning or auto-closing a case.
Jadu Connect provides a way to export data to a CSV file, and choose which cases and fields to include.
Global fields are Jadu Connect fields available to all categories and case types in Jadu Connect and should be used when applicable.
To carry Jadu Central data forward into subsequent forms, you need to identify what Jadu Central data needs to be stored in Jadu Connect.
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. Statuses are informational and categorical.
Transitions are the routes that a case can take to go from one Status to another.
A process map is a planning and management tool that visually describes the flow of work. Process maps:
This is the fifth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
When a form is submitted and sent to the next participant in the workflow process, it must include a URL to the participant to access the next form.
This is the seventh of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
This is the ninth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
This is the sixth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
This is the third of nine tasks to setting up your Jadu Central forms to work with Jadu Connect.
This is the eighth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
All users who have access to Jadu Connect have the ability to view and filter cases.
In this article:
What is Jadu Connect?
Jadu Connect (workflow) is used in conjunction with Jadu Central (forms) to create and manage form routing and approvals.
The Integrated component Person Lookup allows submitters to search for a person by entering either an internetID or emplid and displays the person's Preferred Name and Email Address.
UMN - Supervisor
Description: Allows submitters to select their current supervisor from a dropdown list.
Source System: Common Data Layer
Form accessibility requirements include appropriate use of some HTML elements: LABEL, LEGEND, FIELDSET, and headings (e.g.
Form accessibility requirements include appropriate use of some HTML elements: LABEL, LEGEND, FIELDSET, and headings (e.g.
Before you are given access to the Jadu Forms development environment there are a few steps you need to take.
Please follow the steps below to have your Jadu form moved to production:
Please follow the steps below to have your Jadu form moved to production:
It's useful to make sure that emails generated by a form go to an appropriate test account during the testing phase of building a form, and go to the correct recipient(s) once the form is in production.
As you work with Jadu Forms there may be times that you need to make a request of the Jadu Forms development and support team.
As you work with Jadu Forms there may be times that you need to make a request of the Jadu Forms development and support team.
Step 1: Attend a Jadu Forms Orientation
The Jadu Forms orientation provides an overview of Jadu Forms (Forms and Workflow). In the orientation you:
Step 1: Attend a Jadu Forms Orientation
The Jadu Forms orientation provides an overview of Jadu Forms (Forms and Workflow). In the orientation you:
To gain access to Jadu Central (Forms), there are a few steps you need to take. Follow the steps below if you only need access to build forms.
Step 1: Gain Familiarity with Jadu Central and Build a Form
In order to begin working with Jadu Connect workflows, you must be familiar with some basic Jadu Central functionality. This includes:
After your Connect case type setup request has been completed, you will receive an email with a direct link to the case type building area of Connect.
This table shows some of the high level functionality offered in Jadu Central and Jadu Connect to help you decide which components you need for your forms.
This table shows some of the high level functionality offered in Jadu Central and Jadu Connect to help you decide which components you need for your forms.
It is important to understand image copyright when using images in knowledge. If you're searching images on the web, you should confirm their licensing status before using them in any UMN content.
When you log into Perceptive Experience (formerly known as WebNow) and navigate to Workflows, documents may sometimes not appear in the list upon visiting the page. To forcibly load the documents in a given Workf
Audience: Vet Diagnostics Lab only
If you are a member of the Veterinary Diagnostics Labs, use this article to set your VDL Scanner settings.
In this article:
The Perceptive Content desktop client was made available to Facilities Management in order to prevent conflicts in Internet Explorer with Compass and WebNow.
This job aid is for Finance employees who upload documents to Perceptive Content/Experience and pull in data from PeopleSoft.
In this article:
Canon and Fujitsu scanners are the two major brands used at the University.
Sometimes when Windows Update runs, it will accidentally delete the saved connection profile settings from within Perceptive Content.
The following settings are for the Vet Diagnostics Lab.
Perceptive Content is the University's document management system which is used for scanning, archiving, and retrieving documents. For technical support, questions can be directed to the relevant helpline.
Indexing a Document
You can index a document by adding identifying document keys and/or properties to assist in future document retrieval.
Supported on: Windows
Required Software: Hyland Virtual Printer and Web Scan Toolkit
This document explains how to use the Perceptive Experience HTML5 web app for the Imaging System to process documents in workflow.
Documents or files can be captured in Perceptive Experience in several ways. With multiple methods available, depending on your business process, the Document Management Team will help you choose appropriately.
Once you have captured your document into Perceptive Experience, you may use additional editing features to split doc
Supported on: Windows
Required Software: Hyland Virtual Printer and Web Scan Toolkit
File Format after import: TIF image file allowing for annotations
Perceptive Experience is the HTML5 web app for the Imaging Service at the University of Minnesota. This document details how to use Perceptive Experience to find and view documents.
Supported on: Windows and Mac
Required Software: N/A
Perceptive Module: Capture and Indexing
Usually our work in Salesforce Marketing Cloud (SMC) will be in Email Studio.
The federal CAN-SPAM Act outlines rules and requirements for email (especial
The federal CAN-SPAM Act outlines rules and requirements for email (especial
For technical assistance and questions with Salesforce Marketing Cloud, email the Marketing Cloud Admins at [email protected].
For technical assistance and questions with Salesforce Marketing Cloud, email the Marketing Cloud Admins at [email protected].
When importing contacts into a data extension or list, you will be required to specify a unique subscriber key to identify the recipient within Salesforce Marketing Cloud.
When importing contacts into a data extension or list, you will be required to specify a unique subscriber key to identify the recipient within Salesforce Marketing Cloud.
Each University of Minnesota business unit that uses Salesforce Marketing Cloud has designated a key person.
If you already use Salesforce Marketing Cloud and you want access to another
Each University of Minnesota business unit that uses Salesforce Marketing Cloud has designated a key person.
If you already use Salesforce Marketing Cloud and you want access to another
Tracked links in your Salesforce Marketing Cloud (SMC) emails go to SMC, and are redirected to your intended URL. These SMC links will eventually expire, after which they will redirect to a specified Redirect URL.
Tracked links in your Salesforce Marketing Cloud (SMC) emails go to SMC, and are redirected to your intended URL. These SMC links will eventually expire, after which they will redirect to a specified Redirect URL.
Go to http://z.umn.edu/SMClogin.
Log in with your Internet ID and password.
Go to http://z.umn.edu/SMClogin.
Log in with your Internet ID and password.
If you see the following error when trying to login into Salesforce Marketing Cloud, clear your
If you see the following error when trying to login into Salesforce Marketing Cloud, clear your
To help you conform with legal and policy requirements and save you time, University Relations has created footers and shared them with you in Salesforce Marketing Cloud.
To help you conform with legal and policy requirements and save you time, University Relations has created footers and shared them with you in Salesforce Marketing Cloud.
In This Page
Text Wrapping around an image in a Free Form block
In This Page
Text Wrapping around an image in a Free Form block
You can send a message to other people working the ticket by using the Comments button down by the ticket Feed.
Approvers will receive a TeamDynamix email with a link to the approval needed. This article is for those people who have the general technician role within TeamDynamix group and supervisor approvals.
Individual Approvers and Key Contacts receive an email notification when they have a request that needs to be approved.
A person who is designated as an approver in TeamDynamix (TDX) can use either of two methods in this article to approve or reject an Access Request Form (ARF).
There may be times when you need to give partial approval of access or service to a Requestor. Depending on the situation, use one of these methods to communicate partial approval:
The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).
If you see something in the ticket that needs to be changed before you can fully approve the request, DO NOT edit a ticket.
You can see where a request is in its workflow by viewing the ticket Details (static view) in Users (TDNext).
You can see where a request is at in its workflow by looking at the request ticket in the Client Portal.
TDX allows you to Communicate Through the Request Ticket with people associated with the ticket.
This article gives an overview of what you are looking at when you click on the title or ticket ID number of a Request ticket in the Awaiting my Approvals section of TDNext.
The main functionality of a Change ticket in TeamDynamix is similar to that of other ticket classifications.
Once you have filled out and submitted a Change Ticket, the change ticket goes into a series of defined ticket tasks to process the
This article goes through how to make an incident ticket in TeamDynamix.
Use the Edit button to make revisions to the original fields in the ticket, such as associating a different knowledge base article to the ticket or revising the Impact or Urgency of a ticket.
This article shows the process to reduce the occurrence of bouncing tickets. A bouncing ticket is one that is “moved between teams excessively” or “bounced” between teams four or more times.
This article defines when to resolve an Incident ticket in TDX. It also contains the steps to resolve a ticket.
This article covers how to handle situations where a customer does not responds to questions about an incident ticket, making it impossible to resolve.
This article details the Incident Task Process responsibilities for Tier 2 (T2), Desktop Support, and Tier 3 (T3) staff in OIT (Office of Information Technology).
This article explains the different areas found in the Details (static view) of a Incident ticket.
This article covers common steps in working on a ticket.
This article can be used as a template for finding High Security IT Assets that have not checked in with Jamf or MECEM (SCCM, or System Center Configuration Manager) for the past 60 days in order to get them checked in,
This article covers how to create and update an asset record. Standard Operating Procedures (SOP) for asset creation and updates are also provided. This article covers the follow topics:
This article shows how to search for an Asset Record in TeamDynamix.
This article outlines the ITAM policy in regards to data quality.
Understand how TDX knowledge base articles are displayed and linked on the Technology Help (IT) website.
When you need to use a table in a knowledge base article, follow these guidelines and formatting instructions to make the content accessible to all users.
This article covers:
Alternative text, or alt text, provides a text equivalent for images, charts, graphs, and more. This article discusses how to add Alternative Text in TeamDynamix (TDX) Knowledge Base articles.
Including images in a knowledge base article can help users accomplish their tasks more quickly.
In order to show certain details in instructions, editors can insert excerpts of computer code in knowledge base articles.
You can provide technical information not meant for a public audience using Knowledge Internal Notes for articles published to it.umn.edu.
You can add Related Articles to your knowledge base article to quickly link readers to other related materials.
Table of Contents:
Addressing feedback in a timely fashion is an essential part of keeping our knowledge resources up to date.
Any technician in TDX can create a new Knowledge Base article and submit it for approval by an editor.
When an article has reached the end of its useful life, it should be archived.
The lifecycle of a Knowledge Base article begins with a Not Submitted article and progresses through when an article is Archived.
Every knowledge article should have a category assigned to it that represents the Technology, Service, or Business Process that the article addresses.
When you create a Knowledge Base article, you will be identified as the Owner.
Before archiving a Knowledge Base article, you need to check for other articles that link to it and either remove those links or update them to avoid breaking those links.
In this article:
This article covers creating links to other pages external to the article.
If you are a technician in TDX, you can draft a new Knowledge Base article.
Work In Progress (WIP) articles are generated directly from tickets, and should be created as part of the resolution process if no article for the knowledge you used to resolve the issue currently exists.
Before inserting images into your knowledge base article it's important to crop, resize them, and add any highlights if necessary.
TDX allows you to edit an existing article and then save your changes as a Draft. The Draft version won't be visible to others until you Approve This Revision it.
Images can make it easier to follow instructions in a KB article. The most effective images do one of the following:
Before inserting images into your knowledge base article it's important to crop, resize them, and add any highlights if necessary.
This page provides a list of commonly-used TDX knowledge terms and their explanations. Note that this is not an exhaustive list of definitions.
In this article:
You can use Google Docs to draft knowledge. Drafting in Google Docs allows you to use the collaboration features to get feedback from your colleagues.
To edit an article, you first have to create a draft revision.
Technicians can edit an article owned by them or by their Group until it has been submitted for approval. Once submitted only those people with an editor role will be able to edit your article.
You can embed a video from Kaltura or YouTube into a knowledge base article to help your audience better understand the instructions in the article.
The Knowledge Base is the primary source for how-to content vetted by the IT community.
Knowledge is managed by the Owner.
Expectations by Job Role
All nested numbered lists in TDX default to Arabic numerals. Sub numbered lists should be formatted as lower-alpha and then lower-roman for clarity.
Anyone with a technician role in TDX can leave Feedback on an article and can see all the Feedback left on any article. Feedback helps us keep our Knowledge Base up to date and relevant.
Properly formed subjects greatly help with both searching and identifying which article to use.
Writing Article Titles
Follow these guidelines to better help users find your article:
Locating the names of buttons when writing knowledge allows for increased accessibility for readers, particularly those who use screen readers.
This article covers:
When you create an incident form in TeamDynamix, you are required to link the Knowledge Base article to the form as part of the resolution process.
You can make an anchor link or in-page link (sometimes called a jump link) by associating an anchor with selected text on a page, and then linking it to another location on the same page.
Alternative text, or alt text, provides a text equivalent for images, charts, graphs, and more. Some of its benefits include:
Global Knowledge Editors can publish existing articles, regardless of ownership, to the Technology Help website.
While you can use a variety of editors when drafting a knowledge base article, Google Docs is the most common choice because it is readily available and easy to use.
In this article:
If there is an article published on the Technology Help website (it.umn.edu) that should not be there, it can be changed to a restricted article or to an internal article.
Restrict access to sensitive content. Publicly available information about processes or systems can be exploited to social engineer our organization, possibly leading to loss of private data or customer trust.
It is the responsibility of every OIT support professional to contribute to our knowledge ecosystem. Effective contribution requires collaboration, both within your team and with others.
Before creating a new knowledge article, it is important to search for existing resources.
All technicians can view all Knowledge Base articles regardless of an article's status or ownership.
In this article:
You can help our users help themselves by providing them with links to knowledge articles published to the Technology Help website or wherever your department publishes its knowle
Anyone can create a new Knowledge Base article and submit it for approval by an editor.
Before someone submits an article, they should have reviewed it for technical accuracy first.
In the TeamDynamix (TDX) knowledge article form there are two settings that determine the availability of an article for viewing or publishing:
Sometimes a knowledge article needs to be removed from the Technology Help website but still needs to be active in TDX. For instance:
Lists can be used to better organize an article and make it easier to scan.
Creating a new knowledge base article may involve writing something completely from scratch or curating an existing resource.
Use headings to identify the topics and subtopics of your article. Headings have several functions:
All articles, regardless of status, are visible to all Technicians, Group Knowledge Editors, and Global Knowledge Editors. The matrix below spells out the visibility for all consumers of TDX Knowledge.
Create a Major Incident when any large scale outage occurs or when an outage impacts a large number of people. Work the Major Incident until the outage is resolved or a workaround is in place.
You can set up a filter in your University email account to automatically forward all Major Incident communications from TeamDynamix to your mobile device.
Once a workaround or permanent solution is found, resolve the Major Incident ticket and all of its associated children Incident tickets.
Major Incident tickets allow a method for managing large scale outages or an outage causing a high volume of incidents.
The focus of working through a Major Incident is to find a permanent fix for what is broken or a viable workaround that will allow affected users to continue working.
The purpose of a Problem ticket is twofold:
Once a solution has been implemented for a Problem, then the Problem ticket can be resolved.
The purpose of a Problem ticket is to manage the analysis process for either what happened during a Major Incident ticket or for analysis of recurring incidents that seem to be related.
Two actions commonly taken when working a problem ticket are assigning tasks and providing status updates for technicians. This article covers common actions you will take such as updating technicians of status,
You can add a report to a Report Folder while you are in the report.
You can change the ownership of any report you own.
You can choose which reports appear in the left-hand Navigator menu.
There are many existing reports already available to you in TDX that might generate the type of information you need.
You can organize reports into folders in the U of M Tickets app for quick access to your commonly used reports.
You can email report results to other people, whether or not they have access to TDNext. You can also set up the report to run on a specific schedule and email the results to users with that schedule.
Before a report can be exported to Excel, you must first run the report.
Favoriting a report folder will raise the folder to the top of the reports section in the Navigator, directly below the Standard Reports.
You can make a new report in TDX if none of the existing reports meet your needs.
After you have copied an existing report, you will need to modify it for your own needs.
You can search for reports that you or others have created.
You can share a report with other Groups or individuals. Sharing a report with other groups allows technicians within the group to run the report you created.
TDX comes with some pre-built reports which you can run right away. It also has many report templates that you can copy and modify to pull results for your own purposes.
All technicians have the ability to make reports in TDNext. These reports can then be shared with other groups or kept visible only to yourself.
After a user has already filled out a Service Request form, they may call in to see the status of the request. This article walks through the steps to do that without making a ticket.
You can fill out a request on behalf of a user when the situation warrants. When you do, be sure to open a Service Request ticket in TDNext. Clearly document the situation and what form you filled out on their behalf.
Anytime a user contacts us with a Request (something is needed for a job; not when something is broken), complete a thorough search for a Service Request form in the Client Portal.
Service Request forms are housed in the Client Portal area of TDX. These forms are also available to users throughout the public-facing website of the group or department that they are associated with.
This article walks through how to send a request form to a user AND document the user interaction in a Service Request ticket.
You can send an Access or Service Request form to a user from the Client Portal so they can fill it out and submit the form on their own.
When you are creating or managing a dashboard, you may want to add a report. Some existing reports may meet your needs.
You can attach one or more files to a ticket. There are multiple methods of attaching files to a ticket.
During the lifecycle of a ticket, there may be additional stakeholders who need updates as work progresses. Adding them as Contacts to the ticket allows a technician to notify them when updating the ticket.
When updating a ticket, you can specify exactly who should receive a notification regarding the ticket update.
When working with colleagues on tickets and ticket tasks, use the Comment feature in the Ticket Feed to communicate back and forth regarding the work that needs to be done on a ticket.
Ticket Tasks are used to assign a specific job to another Responsible Group.
You can create a ticket template to apply when filling out a ticket. Any field values you set in the template will auto-populate those same fields in the ticket saving time.
Create and manage desktops in the various TeamDynamix applications.
This article gives specific definitions for the impact, urgency, and priority of a ticket when working with users.
When you can remember the name of a technician but not the Responsible Group(s) to which they belong, you can find their group(s) using the Search Filter to find tickets already assigned to that person.
As you work with the customer, you will need to determine if their issue is an Incident or a Service Request.
The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).
The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).
After you have Created a Ticket Template to use, you can modify, share, or delete any ticket templates you own.
Group managers in TDX have the ability to manage some permissions for their groups in the People App.
Users may occasionally create multiple tickets for the same problem by accident. If two tickets are accidentally opened for the same request or incident, they can be combined.
The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).
This article outlines the best practices for resolving such unintentionally reopened tickets.
There are several ways to search for tickets in TeamDynamix. Each ticket, no matter what ticket classification it is, receives its own ticket identification number.
The Responsible field for any ticket classification (Incident, Request, Major Incident, etc.) communicates who is responsible for the ticket. The field also communicates which Group is responsible for the ticket.
It is important that each interaction with our users is documented within TeamDynamix.
Tickets occasionally need to be reassigned to a different Group due to new information or initial error.
his article outlines the different types of roles available in TeamDynamix (TDX), and their corresponding permissions.
There are five ticket classification forms that technicians will use in the U of M Tickets application. Each form has fields tailored to the specific type of ticket it addresses.
This article explains how to use the Item ID search field in TeamDynamix
The My Work application of TDX will gather any tickets, ticket tasks, or approval forms that are assigned to the Responsible Group you belong to.
All technicians in TDX have access to the People App, which you can use to find customers and their ticket history or to find groups to view technician members.
The Ticket Calendar displays all scheduled Change tickets in TDX, increasing Change visibility and helping to reduce potential collisions.
A warm transfer occurs when one technician passes a call to another technician.
The instructions below are written for ticket transfers between Tier 1 and Tier 2 in User Support Services.
Once a Ticket Task has been created, the Responsible technician can then begin to work the task.
As you work within TeamDynamix, you will see the language Parent and Child. This article explains what that terminology means and how it works for our processes and procedures.
Sometimes a user's name will not easily be found in the Requestor field. Use this article if you cannot find the name or internet ID of the person requesting help.
This article discusses how to write a clear, concise title for a TDX ticket.
Content that should only be viewed by the University community should not be published to a publicly available website such as the Technology Help website (it.umn.edu).
Training Hub is the University of Minnesota's system for required and optional training.
Cancelling a section in Training Hub removes all enrollment options for the section. It also removes the section from the Training Hub Catalog (if it was enabled).
Training Administrators, Proxy Enrollers, and Instructors are all administrative users within Training Hub. Each role has different administrative privileges.
When a Canvas course has a large number of enrolled learners, performance can be negatively impacted.
There are many ways to configure a Training Hub section that has an evaluation.
Courses with online content that are delivered via the Training Hub should store that content in Canvas. These instructions will help you set up a Canvas course site for use with the Training Hub.
In Training Hub, the course details page displays:
Creating a course in Training Hub is a simple process of first entering the course and then adding the sections to the course. In this article we will cover the first part of that process.
Creating sections in Training Hub is a simple process. First you must enter the course information (see Creating a New Course).
Recurring enrollments can be used when a group of learners need to retake training on a regular basis, for example, annually.
If you do not have a University of Minnesota Internet ID to use for enrollment in Training Hub courses, you can create a guest account using your personal email address.
When a section is created, it will have the default set of eight notifications added.
We encourage training providers to adopt a standard convention for their course numbers. It will streamline creating courses and you will be able to quickly identify the courses you administer.
Each section of a course has default notifications. These are included whenever a new section is created. The default notifications are added using the system-wide templates.
The course catalog in Training Hub lists all courses that are active and have been published to the catalog.
Training Admins and Proxy Enrollers can enroll learners into a section in any course that they administer.
There are three main steps in the Enroll Learners process:
Training Admins and Proxy Enrollers can enroll multiple employees at once into any section they administer. Training Hub allows you to search for and select learners from:
Training Hub does not have a means of creating evaluations or assessments. You would need to create them outside of Training Hub. There are many options that you can use:
Training Hub will allow sections to have a waitlist if there is a maximum enrollment for the section.
If you enroll in a course, but there are no open seats, you will be added to the waitlist for the course.
Each section can have one or more delivery methods: Instructor Led Training (ILT), Canvas, or Other Online Source.
This article contains information about:
If you were enrolled in a course, and withdrew, the course will be listed on your Past Training tab. If the course is still active, there will be a Re-Enroll button.
Some courses can be removed. Removing a course will delete the entire course, including all sections.
A section can be removed from a course only if there are no enrolled, in progress, or completed learners in the section. The action will remove all information about the section. It cannot be undone.
Training Hub provides a variety of training data reports for different uses. The reports are hosted on the Tableau server and are refreshed hourly.
There are three statuses for a course: Draft, Active, and Retired.
When you set a course status to Retired, it means:
Retiring a section in Training Hub removes all enrollment options for the section. Enrolled learners can still access the section information via their transcript. A retired section cannot be made Active.
If you have configured a Training Hub course section to have a Canvas delivery method and it is set to Canvas Reports Completion, you will need to configure the Canvas course so that the completions are reported back
For learners who need help with managing training (enroll, withdraw, waitlist, view training history), please use the
SCORM is a set of technical standards for e-learning software products.
Training Hub course section completions can be transferred from one Internet account to another. A request must be made to the Training Hub Site Administrators via [email protected]
Use Case:
In Training Hub, courses and sections each have lifecycles. At the top of the Edit Course page and the Edit Section page, a status box displays key information.
In Training Hub, a course consists of:
In the Training Hub, Sections contain the information about a specific training event. Sections enable you to offer the same course multiple times. For each occurrence of the course, you create a section.
Update 7/16/2021
If a course is Active, there is an option to display the course in the Training Hub Catalog.
This article is for Training Hub instructors. If you are a Training Hub administrator, use the
This article is for Training Hub administrators. If you are a Training Hub instructor, use the Instructor roster
This article is for Training Administrators, Proxy Enrollers, and Instructors in Training Hub.
A course section can be set up to allow a waitlist.
The Supervisor Report includes all direct reports for a manager: employees, student workers, and temp/casual employee
To view your training history for courses in Training Hub, log in to training.umn.edu and select My Training.
You can withdraw from any course that is not required.
Training Administrators and Proxy Enrollers can bulk withdraw learners from a course section that they have rights to. Only learners that have an Enrolled status can be withdrawn.
The workflow is managed through the workflow tab. The beginning view is the start point:
There are two options for creating forms in WorkflowGen.
Email templates in WorkflowGen enable easy, consistent communication.
When a WorkflowGen instance is ready to be moved to production, send a request to [email protected].
Regarding moving a process from CDEV to PRD:
In WorkflowGen, "participants" can be defined as any people who interact with your process. In general there are three participant roles for a process:
Grouper is a tool that enables departments to create and manage groups in both the Customer Development instance (CDEV) and the production instance
WorkflowGen consists of two public-facing instances: a customer development instance and a
IT Community Group
The University of Minnesota's informal mass email community of practice shares best practices on email tools, training, and processes in order to help mass email professionals efficiently engage with their c
The MC Users group is a systemwide resource for anyone using Salesforce Marketing Cloud at the University of Minnesota.
Resources
This article covers the 5 mistakes you may be making with content in your email newsletter.
An article and template from Content Marketing Institute to help stay productive, efficient, and consistent with content marketing distribution.
A/B testing is a method of market testing in which you send two versions (Condition A and Condition B) of your communication to two test audiences from your subscriber list.
A guide from the Federal Trade Commission (FTC) concerning the CAN-SPAM Act, which sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have you stop ema
This page describes how the Salesforce Marketing Cloud application processes unsubscribe requests to help you remain compliant with the CAN-SPAM Act.
Content Detective is a tool that helps you identify spam triggers in your email content.
This vendor-supplied help article details the steps required to create a new data extension for storing subscriber data within Salesforce Marketing Cloud.
This vendor-supplied help article explains how to create templates using the either the Template Editor or the Content Builder in Salesforce Marketing Cloud.
This vendor-supplied help article is an overview and landing page for all topics related to data extensions within Salesforce Marketing Cloud.
This vendor-supplied help article is an overview and landing page for all topics related to data extensions within Salesforce Marketing Cloud.
This document is required for users of the Donor Management System (DMS) database courtesy of the University of Minnesota Foundation (UMF).
If you have general use questions concerning document imaging, please contact the Document Imaging team by sending an email [email protected]
This PDF contains the policies surrounding use of the University of Minnesota Foundation's (UMF) Donor Management System.
This page contains pertinent info surrounding privacy and security policy when utilizing data queries within Donor Management System (DMS) fr
Login to the Donor Management System (DMS), available to people who have been granted access.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
A standard data extension is a table within the application database that contains your data.
Learn how to create or join a Google Group, read and create posts, create a forum, and organize events.
Find requirements for Perceptive Content including Experience, the desktop client and scanning workstations.
This article provides examples for creating an editorial calendar for content marketing.
Instructions
Find the correct form(s) below. Forms can be completed online.
This vendor-supplied help article details the steps required to import new subscriber data into an existing data extension within Salesforce Marketing Cloud.
An Incident is an unplanned interruption to an IT Service or reduction in the quality of an IT Service.
The IT Service Management Team is a group of business analysts and developers within the Office of Information Technology, and is part of the OIT Application Development group.
The Knowledge Base within TeamDynamix (TDX) is available as a repository for units with access to the tool.
The Request Catalog is intended to provide a customer facing view of some of the University's most requested services (such as access to a system, ordering a computer device or help with reporting in
Find out if UMN central information technology services are temporarily degraded or unavailable.
Add questions (also known as elements and fields) to your form.
Add questions (also known as elements and fields) to your form.
Add instructions at the top of the page.
UMN Jadu Central users will be assigned a single category to use for all their forms. You will still need to select that category.
Create your form's metadata. The Description field is required.
After you create Action Templates, you can create Rules to fire those Actions.
The form instructions page is presented at the beginning of your form.
Add, edit, and remove prefills.
Dynamic display of a section of a page (also known as page branching) allows display of questions based on answers to previous questions.
Edit or delete an action template, and see which rules use an action template.
Remove a question from a page.
Jadu Central can restrict access to your form only to those signed in with University of Minnesota InternetID and password.
Change the title of a page.
A progress bar indicates how many pages in the form have been completed and how many remain to be completed.
Show a custom response page after a form has been submitted.
Access data from submitted forms.
Video introduction to creating an action template, along with a rule to invoke that action template.
Video introduction to creating an action template, along with a rule to invoke that action template.
Video introduction to getting started creating a Jadu form.
Download a PDF file that was generated upon form submission.
Login to the Jadu Production Environment to view submitted forms.
Login to the Jadu Form Building Environment using your Jadu username and password.
Edit a question in a page.
Video introduction to creating a page and adding it to a Jadu form.
A full account of all the legal requirements and policy guidelines for mass email sent from users of Salesforce Marketing Cloud at the University of Minnesota. The document is owned by University Relations.
The data extension details section is where you can view statistics about the data extension and change properties of the data extension.To access data extension properties, follow these steps:
This site, maintained by University Marketing Communications (Marcom), provides downloadable files containing official University of Minnesota logos, wordmarks, seals, and other official branding elements.
Maintained by University Relations (URelations), this site contains guidelines for using the official UMN Branded Template in Salesforce Marketing Cloud, as well as the raw HTML code for use in any HTML email authorin
University Relation's web page on University of Minnesota web standards, and usability and accessibility related to the Univesity of Minnesota web templates.
This site, maintained by University Relations (URelations), provides downloadable images for social networking services such as Facebook, Twitter, LinkedIn, and Google+; as well as common icons for RSS feeds and
Note: These guides are from an older version of the software. You may notice a few minor differences, but generally they still are accurate for the version we are using.
Costs Paid by the UniversityThe following are Enterprise-funded costs covered by the University:
The Document Management team can provide reports to you, using the Business Insights tool, about Perceptive Content security, documents, users, and queues.
Web: Perceptive Experience, the web based instance of Perceptive Content, allows you to take advantage of most of the functionality of the desktop client via a web browser, so wherever you are, o
A 1min 17s video covering the topics of how to select the Live Agent App, change your status to Online, and how the webpage looks when Agent is Online and when Agent is Offline. The video also note
This document provides conceptual and procedural information about the reporting functionality available in the Salesforce Marketing Cloud. Reports provide you aggregated information about your subscribers, sends
A Salesforce article outlining how to @mention individual people or a group to keep them informed when you're discussing something relevant to them.
A Salesforce article giving an overview of using Group functionality for Chatter.
A Salesforce article about different report formats.
A Salesforce article about choosing a Report type.
A link to Conga Composer's Learn About Conga Apps page where you are able to choose from a variety of resources.
A Salesforce article going over considerations and specifications for using merge fields within email templates.
An article from Salesforce on how to create a report, with links to other relevant actions one may take in regards to Reports.
An article on how to Create a Dashboard in Salesforce Classic.
A Salesforce article on how to create a custom email template without letterhead.
A Salesforce article on how to create email templates using letterhead.
A Salesforce article on creating plain text email templates.
A Salesforce article on how to update your page display settings.
A Salesforce article about how to modify the display of your Tabs within Salesforce Apps.
A Salesforce article on using the Report Builder to customize reports.
A Salesforce Help article covering the use of cross filters in reports.
A reference document from Salesforce on available Filter Operators.
A Salesforce article on how to filter report data.
A Salesforce article on how to navigate to and update your personal settings in Salesforce Classic.
A Salesforce article that tells you how to follow records so you can see updates in your Chatter feed, including field changes, posts, tasks, and comments on record
A Salesforce article on Getting the Most out of Filter Logic.
A Salesforce article on how to Group data in columns or rows in summary, matrix, and joined reports to display meaningful information.
A Salesforce article outlining actions you can perform while your Report Preview loads.
A Salesforce article with basic information on logging in for the first time.
A Salesforce article on creating, accessing, and reviewing email templates.
A Salesforce article with basic information on merge fields for use with email templates.
A Salesforce article describing basic navigation in Salesforce with Tabs and the basic setup of Object Home Tabs outlined.
A Salesforce article including a table outlining where you can post and where your post will display.
How-to article from Salesforce describing how to reply to Chatter Email Notifications and outlines for what to put in certain types of responses you may want to use to complete actions within Salesforce with your emai
An article from Salesforce about Report Fields. The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which
A Salesforce article about Saving and different Save options for reports.
A How-To article from Salesforce on updating information in your Chatter Profile.
An external link to Silverpop's Training Portal. Silverpop Login information will be required.
A Salesforce article indicating how to set criteria to be notified of and get report notifications based on this criteria.
A Salesforce article on using fields to summarize your report data.
A Salesforce article with Tips for New Users.
A Salesforce article with basic information on troubleshooting issues with logging in.
A link to a group of external resources for using Cirrus Insight with Salesforce.
Both inline editing and enhanced lists are enabled for UMN Recruitment, which means you can edit records directly in a list.
A PDF guide from Salesforce on using the Drag-and-Drop Report Builder.
A Salesforce article that tells you how to view the Chatter feed associated with a record you follow to see updates about the record.
A Salesforce article on how to use formulas in reports to get customized summary data.
Salesforce Marketing Cloud Classic Content starts its end of support plan in the first half of 2019.
Salesforce Marketing Cloud Classic Content starts its end of support plan in the first half of 2019.
The University of Minnesota Marketing Cloud Users Google Group is a systemwide resource for anyone using Salesforce Marketing Cloud (SMC) at the University of Minnesota.
The University of Minnesota Marketing Cloud Users Google Group is a systemwide resource for anyone using Salesforce Marketing Cloud (SMC) at the University of Minnesota.
Login to Salesforce Marketing Cloud (SMC), formerly known as ExactTarget.This is not Salesforce CRM.
Login to Salesforce Marketing Cloud (SMC), formerly known as ExactTarget.This is not Salesforce CRM.
This section contains procedural information relating to
This document contains conceptual and procedural information about the portfolio file management feature inside of Salesforce Marketing Cloud.
Publication lists can provide more control over opt-out (unsubscribe) requests in Salesforce Marketing Cloud (SMC).
Publication lists can provide more control over opt-out (unsubscribe) requests in Salesforce Marketing Cloud (SMC).
This vendor-supplied help article provides information and examples on how tracking happens within Salesforce Marketing Cloud.
Send Preview is a rendering of an email as it will be sent to a recipient. After the initial preview, you can proceed through the rest of the recipients on the list to see the preview for each.
This vendor-supplied help article details using the Guided Send feature to send emails using contact information stored in a Data Extension.
This page presents conceptual and procedural information about sending within the Email application of Salesforce Marketing Cloud.
This page presents conceptual information about the tracking feature within the Salesforce Marketing Cloud application.
This vendor-supplied help article details the various tabs and functionality of the Tracking Workspace.The tracking workspace contains the follow tabs:
Please note: courses that must be available in June, should be entered into the Training Hub in May.
The University of Minnesota's official privacy statement. This page is a required link in the footer of any mass email that is sent from the University to an external audience.
Google Support document on the use of Google Groups to make sharing from Google Drive more easily monitored and controlled.
The validate functionality checks your email message for common issues that could prevent your email from being sent. Run validate on your email and make corrections before starting any sending process.
MissionTo provide an active, collaborative, user group and business process owner for WorkflowGen (WFG), the University’s enterprise workflow product.
All departments at the University of Minnesota are eligible to use WorkflowGen for their business processes.
To make this work, add a couple more actions to the workflow:Manager approvalCFO Approval
A short article and checklist from Content Marketing Institute that focuses on the importance of having clear, interesting titles on web content.
Self-Help Guides
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.&n
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.&n
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.&n
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.&n
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.&n
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.&n
This Self-Help Guide may change as more users onboard to the Enterprise CRM platform.
This Self-Help Guide is intended for departments using the Service Console functionality within Enterprise CRM.
This self-help guide takes you through the process of creating a form in Jadu Central, setting up the page elements (such as text fields, drop downs check boxes) and the corresponding properties, and managing th
This self-help guide takes you through the process of setting up workflows for Jadu Central forms.
Salesforce Marketing Cloud (SMC) is the enterprise-supported tool for sending mass email communications to both internal and external audiences at the University. This guide shows how to use the
This self-help guide is for users who create or edit knowledge in TeamDynamix.
This self-help guide is for anyone who approves Access Request Forms (ARF) or Service Request Forms (SRF) that originate in TeamDynamix.
This self-help guide is for TeamDynamix users who want to learn how to run, create, and manage reports.
This self-help guide is for a technician who manages hardware assets in TeamDynamix (TDX).
This self-help guide is for technicians working in TDX to track Incidents, Requests, Major Incidents, Problems, or Change tickets.
This self-help guide takes you through the basic process of setting up and managing training courses in Training Hub.
This self-help guide covers how instructors can view rosters and waitlists and mark learners complete.
This self-help guide covers how learners can find, enroll, and complete training managed through Training Hub.
There are several steps involved in developing web-based forms with defined business process pathways using WorkflowGen.