Jadu Connect: Create a Case from a Jadu Central submission (Task 1)

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.

This is the first of nine tasks to setting up your Jadu Central forms to work with Jadu Connect. Please go to the Self-Help Guide, under the Configure a Jadu Connect Workflow column, for more information.

Note: The following steps are completed in Jadu Central within the first form in your workflow process.

Setting Up an Action Template to Create the Jadu Connect Case

1. From your "first form" in Jadu Central, go to the Templates tab.
2. Click New Template.The New Action Template window appears.
   1. Template Type: From the dropdown menu, under the Connect header, select Create Case template type
      1. Click Next.
   2. Template Title: Enter a meaningful title for the template (ex: "Create Jadu Connect Case") and click Next.
   3. Case Type: Select your Jadu Connect case type that this form is associated to from the dropdown menu. 
      
      Note: Your case type and fields should already be created. Please submit a request form if this step has not been completed.
3. Map the fields in the current Jadu Central form to the Jadu Connect fields in your case type.
   1. Choose the appropriate Jadu Central data in the fields on the right side to send to each Jadu Connect field listed on the left. 
      
      Notes:
      1. Certain global Jadu Connect fields are required for all case types. Please see the global Jadu Connect field list for more details.
      2. If a Jadu Connect field is not listed, go to your Case Type setup in your Jadu Connect Form (New). Only fields added to the Jadu Connect Case form are displayed here. 
4. Click Save.

Creating or Updating a Rule to Create the Jadu Connect Case

Create a new rule or update an existing rule to create the Jadu Connect case. If you have more than 1 rule in your form that runs based on different conditions, update the appropriate rule(s) that you want to initiate a Jadu Connect case.

1. Go to the Rules tab.
2. Click Create Rule.
   • Or, select the rule you wish to update.
3. Enter a meaningful title for your rule.
4. Choose a When statement.
5. Add a Then statement.
   1. From the dropdown menu, under the Jadu Jadu Connect header, choose Create Case. Template dropdown options appear to the right.
   2. Select the Create Jadu Connect Case template created in Setting Up an Action Template to Create the Jadu Connect Case section above.
      
      Important: The Create Case action must run before sending the email containing the Next Form URL.
6. Click Save.

Next Task in Setting up your Jadu Central Forms to Work with Jadu Connect

Task 2: Send an Email with a URL to the Next Form