Jadu CXM: Connect your XFP form to your CXM Case (Task 4)

This is the fourth 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.

In order for your subsequent form(s) to pull in data from the CXM case submission, the form needs to know which CXM case to connect to. This is accomplished through the use of an integrated component that reads the case number and access code from the emailed URL used to access the form.

It is important to verify that the access code is valid and that the case is not already in a final status before displaying CXM case data to the user and allowing the form to be submitted. Doing so prevents users from re-submitting a form that is already completed or finalized.

Note: The following steps are completed in XFP in a subsequent form for your workflow process.

Pulling CXM Case Information into an XFP Landing Page

The term landing page is used in this article and throughout the Self-Help Guide to describe the first page an end-user sees when they enter a subsequent form.

  1. Create a landing page template to add to your form structure, if you don't already have one.
  • Note: This landing page should be the first page in your form, and should not contain any fields on it that pull data from CXM.
    1. Add the UMN - CXM - Existing Case integrated component to your landing page.
    • This integrated component pulls in basic case information used to verify access to the case and its current status.
      jadu xfp integrated component question with text fields complete. UMN - CXM Existing case highlighted under Type. The integrated component display view shown.
    1. Select Return to Form Structure.
    2. Drag the page onto your form structure as the first page. An Instructions box appears with parameter option in Page Setup.
      1. Select Yes from the dropdown Prevent Access When Case Type Is Final.
      2. Optional: You may wish to display instructions on your landing page when a user enters the form.
        • Note: The use of the form-level Show instructions page toggle in Jadu is not supported when integrating with CXM, but you may choose to add instructions within a page template.

      Next Task in Setting up your XFP Forms to Work with CXM

      Task 5: Pull CXM Case Data into a Subsequent Form

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