Global fields are available to all categories and case types in CXM and should be used when applicable. Category-specific fields can be created upon request.
Resources
How-Tos
When a form is submitted and sent to the next participant in the workflow process, it must include a URL to the participant to access the next form.
To gain access to Jadu XFP (forms), there are a few steps you need to take. Follow the steps below if you only need access to build forms.
This is the ninth of nine tasks for setting up your XFP forms to work with CXM.
CXM Forms are the logical grouping of fields available to XFP at the time of creating and editing a case.
Form Types
Case Types have two default forms that are already created for you.
This is the fourth of nine tasks for setting up your XFP forms to work with CXM.
This article outlines how to set up a template to initiate a CXM Case submission and send XFP form data to the case.
Emails can send from CXM to alert users of dates or to send reminders.
Rules provide a flexible way of automating actions based on triggers within a case. Rules are most commonly used for:
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. A case can be in only one status at a given point in time.
Transitions are the routes a case can take from one status to another.
Use emails from CXM to alert users of dates or to send reminders.
Note: Emails in CXM are not as customizable as those in XFP.
Rules in CXM are optional functionality most commonly used for sending reminders and auto-transitioning or auto-closing a case.
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. Statuses are informational and categorical.
Transitions are the routes that a case can take to go from one
To carry XFP data forward into subsequent forms, you need to identify what XFP data needs to be stored in CXM. The data from your XFP fields goes into a corresponding CXM field.
You can take your business process diagram and add in XFP and CXM steps. This helps you to figure out how your CXM workflow will work.
A process map is a planning and management tool that visually describes the flow of work. Process maps:
This is the fifth of nine tasks for setting up your XFP forms to work with CXM.
This is the seventh of nine tasks for setting up your XFP forms to work with CXM.
This is the sixth of nine tasks for setting up your XFP forms to work with CXM.
This is the third of nine tasks to setting up your XFP forms to work with CXM.
This is the eighth of nine tasks for setting up your XFP forms to work with CXM.
All users who have access to CXM have the ability to view and filter cases.
In this article:
What is CXM?
Jadu CXM (workflow) is used in conjunction with Jadu XFP (forms) to create and manage form routing and approvals.
ADM - School Lookup (PS)
Description: Allows a user to search for and select a school to get the associated school code.
Source System: Peoplesoft
CLASS - Instructor Lookup (PS)
Description: Allows a user to search for and select a school to get the associated FICE code.
Source System: Peoplesoft
CLI (R) - Class Validation (PS)
Description: Allows an end user to see how many times a student has taken a specific course and if they are allowed to take it again based on the student s in
SF Direct Deposit Status (PS)
Description: Displays the student financials direct deposit status of the currently logged in student. Returns a result of Active or Not Active .
SR - Admit Date - Undergrad (PS)
Description: Displays the undergraduate admit date for the currently logged in student.
SR - Admit Term - Undergrad (PS)
Description: Displays the undergraduate admit term for the currently logged in student.
SR - Admit Type - Undergrad (PS)
Description: Displays the undergraduate admit type for the currently logged in student.
SR - Aid Year (PS)
Description: Displays the aid year based on the campus ID, career ID and term ID.
Source System: Peoplesoft
SR - Career/Campus Selector (PS)
Description: Allows a user to select a career/campus from a list of all of the currently logged in user s active career/campus combinations.
SR - College/Major Lookup (PS)
Description: Allows a user to first select a college from a list.
SR - Dropped Enrollment (PS)
Description: Allows a currently logged in user to select a course from a list of courses that they are currently enrolled in.
SR - Plan Information (PS)
Description: Allows a currently logged in user to select a plan from a list of their currently active plans.
SR - Plan/SubPlan Display (PS)
***This component is display only and should not be used in emails, PDFs, or for mapping to other fields in Jadu.
SR - Student Lookup (PS)
Description: Allows a user to lookup a user by their emplid or internet id.
Source System: Peoplesoft
SR - Term Selector (PS)
Description: Allows a user to select a term from a list of terms defined by the form builder.
Source System: Peoplesoft
UMN - Address - Mailing (PS)
Description: Displays the mailing address for the currently logged in user. If there is no mailing address, the field will be empty.
UMN - Country Lookup (PS)
Description: Displays a list of countries in a dropdownlist.
Source System: Peoplesoft
Fields On Form:
UMN - Department - Z (PS)
Description: Displays the z-department of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Email (PS)
Description: Displays the email of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Employee ID (PS)
Description: Displays the employee id of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Internet ID (PS)
Description: Displays the internet id for the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - First (PS)
Description: Displays the first name of the currently logged in user.
Source System: Peoplesoft (Accessed Through Boomi)
UMN - Name - Full (PS)
Description: Displays the full name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Last (PS)
Description: Displays the last name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Middle (PS)
Description: Displays the middle name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Staff Position (PS)
Description: Displays the position of the currently logged in user if they are a staff member.
USERV - Active Position Lookup (PAN)
Description: Allows a user to search for a position that is in the PAN database by selecting any combination of department, job code, and position id.
USERV - D - Position Detail - Craft (PAN)
Description: Displays the craft of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Crew (PAN)
Description: Displays the crew of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Job Code (PAN)
Description: Displays the job code of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Site (PAN)
Description: Displays the site of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Supervisor (PAN)
Description: Displays the supervisor of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - UM Title (PAN)
Description: Displays the um title of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Union (PAN)
Description: Displays the union of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Warehouse (PAN)
Description: Displays the warehouse of the currently selected position. If the position doesn t exist, the field will be empty.
UMN - ADM - FICE Code
Description: Allows a user to lookup a school's FICE code using the Peoplesoft external organization ID.
Source System: Peoplesoft
UMN - Flag - SR - Degree Checkout Status
Description: Allows a user to lookup the logged in end user's degree checkout status.
Source System: Peoplesoft
UMN - Flag - SR - User Has Active Career
Description: Determines if the logged in end user has an active career based on the career and campus selected by the form builder.
UMN - Flag - USERV - Can Access PAN
Description: Determines if the logged in end user can access data in the PAN database.
Source System: Peoplesoft
UMN - Perceptive Index - Full Name
Description: Pulls the logged in user's full name from Peoplesoft and trims it to 39 characters. This is intended to be used as a Perceptive index.
UMN - Perceptive Index - Trim Value
Description: Pass in a value and it will be trimmed down to 39 characters. This is intended to be used as a Perceptive index.
UMN - SR - Current Term
Description: Pulls the current term for the campus and career selected.
Source System: Peoplesoft
This checklist should be completed prior to submitting a request to have your form moved to production. It is intended to guide you through the list of items on your form that will be checked and will help prevent a d
Form accessibility requirements include appropriate use of some HTML elements: LABEL, LEGEND, FIELDSET, and headings (e.g.
Add Page to Form
Once you have pages within the context of your form, you can add the pages into the form structure.
In your action template, you may include form data called
Some accessibility evaluation is a manual process, but tools are available to help.
For Jadu forms that do not require login, the
When you create an Action Template, you will be prompted to choose a Template Type. Some of the listed Template Types are unavailable in our implementation of Jadu Forms, as shown in the list below the screenshot.
If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.
From the Pages tab, cl
Before you create a PDF Action Template to store Jadu Form data, you must have a PDF file with fillable fields already defined.
You may enable reCAPTCHA in your Jadu Forms to prevent automated software from engaging in abusive activities.
Jadu Forms provides an action for creating a CSV or XML file of each submission, containing only the fields that you choose.
Before you are given access to the Jadu Forms development environment there are a few steps you need to take.
Use descriptive names for rules.
Some integrated components need extra information in order to work. This extra information is referred to as an input.
An Integrated Component brings data into your form from an external source.
Logic
Logic can be used to calculate something that will be useful later in the form, such as a value based on que
Using logic in Jadu Forms enables you to create formulas to calculate numeric and textual values.
There are two types of data integrations that can be used in a Jadu Form:
An overview of the page elements (fields) available to form builders to use in their forms.
When you create your predefined logic, choose one of the items in the table below from the Formula menu.
Please follow the steps below to have your Jadu form moved to production:
A Jadu Action Template can be used to send one or more emails.
Set Form Reentry Settings (optional)
As you work with Jadu Forms there may be times that you need to make a request of the Jadu Forms development and support team.
You can use a simulator to test your form for mobile use. This will help you determine what adjustments you can make to improve your design.
Creating a PDF
Your initial form can be created using a variety of tools, after which you can use Adobe Acrobat DC to make it a fillable PDF form.The software you can use to create a PDF include
There are a few things that are required for all UMN Jadu Forms.
Creating Jadu Forms will be easier if you understand their vocabulary.
When a new version of a Jadu Form is moved to the Production environment, it will be at a different URL than the previous version of the form.
To test your form, you need to make it Live.
Step 1: Attend a Jadu Forms Orientation
The Jadu Forms orientation provides an overview of Jadu Forms. In the orientation you:
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:
This table shows some of the high level functionality offered in Jadu XFP and CXM to help you decide which components you need for your forms.
Resources
Video introduction to creating an action template, along with a rule to invoke that action template.
Add questions (also known as elements and fields) to your form.
Add instructions at the top of the page.
UMN Jadu users will be assigned a single category to use for all their forms. You will still need to select that category.
Create your form's metadata. The Description field is required.
After you create Action Templates, you can create Rules to fire those Actions.
Video introduction to getting started creating a Jadu form.
The form instructions page is presented at the beginning of your form.
Add, edit, and remove prefills.
Download a PDF file that was generated upon form submission.
Dynamic display of a section of a page (also known as page branching) allows display of questions based on answers to previous questions.
Login to the Jadu Production Environment to view submitted forms.
Login to the Jadu Form Building Environment using your Jadu username and password.
Edit or delete an action template, and see which rules use an action template.
Remove a question from a page.
Jadu Forms can restrict access to your form only to those signed in with University of Minnesota InternetID and password.
Change the title of a page.
A progress bar indicates how many pages in the form have been completed and how many remain to be completed.
Show a custom response page after a form has been submitted.
Edit a question in a page.
Access data from submitted forms.
Video introduction to creating a page and adding it to a Jadu form.
Self-Help Guides
This self-help guide takes you through the process of setting up workflows for Jadu XFP forms.
This self-help guide takes you through the process of creating a form, setting up the page elements (such as text fields, drop downs check boxes) and the corresponding properties, and managing the submitted form