Jadu Forms: Send a PDF to Perceptive Content
To send the form data to Perceptive Content, the following setup is necessary.
- Overview of Logic in a Form
- Perceptive Content Ref Number
- Primary or Preferred Name (truncated)
- Other index fields (truncated)
- Action Template to Generate a PDF from Form Submission
- Action Template to Send Data to Perceptive Content
- Rule / Actions
- Overview of Creating a Rule
- Generate PDF
- Send to Perceptive Content
Create a logic definition to create a unique ID that will help reference the Perceptive Content document to the submitted Jadu form.
- Create a literal logic definition that appends the category of your form (for example, €˜T OIT' or €˜T ASR') to the form submission reference number.
- If the primary or preferred name is being sent, it will need to be converted to "last name, first name" format with a literal logic.
- All other index values being sent to Perceptive Content need to be truncated to 39 characters using the Perceptive Index - Trim Value formula in a logic definition. This is necessary because Perceptive index fields have a maximum length of 39 characters.
- It is mandatory to send the Form - Reference Number an index value so there is a reference between the Jadu submission and the Perceptive Content document. It is best practice to map this to Field 5, however you can use any index field you wish based upon your business process. A literal logic definition can be set up to prepend the Form - Reference Number with a form abbreviation. (Example: T-OIT-12345)
Sending a form to Perceptive Content requires that a PDF be generated before exporting to Perceptive Content. The PDF format can range from simple to advanced depending on your individual needs.
Before you create your PDF Action Template in Jadu, you must have a PDF with fillable fields define. For help with how to create a fillable PDF, please see Jadu Forms: Creating A PDF and Defining Fields.
Once the PDF file is created, follow these steps.
Steps to Create an Action Template to Generate a PDF for Perceptive Content
- Go to the Templates tab and click Create Template.
- Choose Create PDF of Submission from the Template type dropdown menu.
- Click Next.
- Enter a Template title. Give it a meaningful name, for example €˜PDF template' or €˜Perceptive PDF template'.
- Click Next.
- Select Upload a new PDF file from the PDF file dropdown menu. Additional options appear.
- Click the Choose file button to upload the PDF with fillable fields you created.
- Enter a PDF Title. Give it a meaningful name, such as the file name that was just uploaded.
- Click Next. The Map Fields screen is displayed.
- Map the PDF fields to the corresponding Jadu form fields.
- The fields listed on this screen are the fields from your PDF template.
- In each dropdown, choose the corresponding Jadu form field that contains the data you wish to send to the PDF field.
- For tips about mapping certain field types (radio buttons, checkboxes etc..) please see Jadu Forms: Creating A PDF and Defining Fields.
- Click Save and Finish.
Create an Action Template to Submit data to Perceptive Content
- Template Name
- Go to the Templates tab and click Create Template
- Choose Perceptive Content > Submit Data as the template type and click Next
- Template Title: Give it a meaningful name (Example: Send to Perceptive)
- Note: Settings cannot be changed after the template is created. If they need to be changed, a new template needs to be created
- Drawer: If you are unsure which drawer the forms should go to or need a new drawer, talk to the Perceptive Content team.
- Document Type: If you are unsure which document type to use, talk to the Perceptive Content team
- Workflow: Please work with the Perceptive Content team to set up a new queue for importing Jadu forms to.
- Fields 1-5 can be populated with answers to questions or logic that has been created on your form.
The PDF must be generated before it can be sent to Perceptive Content, so these 2 actions need to be set up within the same rule in order to enforce the order they happen.