Step 1: Gain Familiarity with XFP and Build a Form
In order to begin working with CXM (workflow), you must be familiar with some basic XFP functionality. This includes:
- Creating a form
- Understanding how Logics work
- Ensuring your form works by completing thorough testing
Step 2: Attend a Jadu CXM Training
Training is mandatory prior to gaining access to Jadu CXM. This CXM training teaches attendees how to:
- Setup workflow
- Create alerts
- Connect your Jadu XFP form to your Jadu CXM workflow
To register for training, go to: Jadu CXM Training.
Step 3: Request Access to CXM
To request access to CXM, submit an Access Request Form (ARF) for Jadu Forms in TDX.
- In TDX, go to Client Portal.
- Select Find Access & Service Request Forms. The Service Catalog opens.
- Select Services A-Z from the top menu bar.
- Pick J.
- Select Jadu Forms ARF.
- Select Request Service on the right. The ARF for Jadu Forms opens.
- Complete the ARF fields. When you reach the section What access is needed?, select Jadu CXM (workflow). Jadu CXM (workflow) options appear.
- Enter your Jadu Category.
- Note: If you don't know your category, please contact the person in your unit/group who approves these requests and they can provide it to you.
- Select the Jadu CXM Role needed.
- Refer to the following Jadu CXM role matrix:
*If capability is added to the process by Case BuilderJadu CXM role matrix Case Builder Case Supervisor Case Viewer Edit case types for my service X View submissions within my category X X X Edit submissions within my category X X Change status of a case within my category X* X* Create shared filters for my group X X Create personal filters X X X Add global fields to my case list X X X CXM training required? X
- Enter your Jadu Category.
- Click Request when you have completed the form.
Additional Resources
Self-Help Guide: Jadu Forms XFP
Self-Help Guide: Jadu CXM (workflow)