Jadu Connect: Transition a Case to a Normal Status (Task 7)

This is the seventh of nine tasks for 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.

This article explains how to transition your Jadu Connect case to a new status when a user submits an Jadu Central form.

For example, when a supply request is approved, you want to apply the Approve transition so that the case moves to the Approved status in Jadu Connect.

Note: Complete the following steps in Jadu Central the subsequent form for your workflow process.

Step 1: Setting Up an Action Template to Transition the Jadu Connect Case

  1. Go to the Templates tab.
  2. Click New Template.The New Action Template window appears.
    1. Template type: Under the Connect section header, select Transition Case and click Next
    2. Enter a meaningful title for the template (ex: Transition WF Case - Approve) and click Next
      • Note: WF is short for Workflow, but any abbreviation can be used.
    3. From the Case Type dropdown, select your case type that this form is associated to and click Next
    4. Select the Jadu Connect transition from your case type you want to apply and click Next
      New template, transition section with Supervisor Approves (transition) selected from dropdown
    5. In the Mappings section, under the Case Reference dropdown, select the Case Number field from the integrated component on your landing page from Task 4.
      Jadu Central templates mappings section. Case information - case number selected
  3. Click Save.

Step 2: Creating or Updating a Rule to Transition the Jadu Connect Case

Create a new rule or update an existing rule to edit the Jadu Connect case. If you have more than one rule in your form that runs based on different conditions, update the rule(s) in the correct order for transitioning the Jadu Connect case to a normal status.

For example, you may wish to update the rule from Task 6: Update Jadu Connect Case with Data from a Subsequent Form.

  1. Go to the Rules tab.
  2. Click New 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 Connect section header, select Transition Case
    2. Select the template from Setting Up an Action Template to Transition the Jadu Connect Case.
      Jadu Central transition case rule highlighted below and after edit case rule.
  6. Click Save.

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

Task 8: Verify the Case Updates

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