Jadu Connect: Set Up Workflows for Jadu Central Forms

This self-help guide takes you through the process of setting up workflows for Jadu Central forms. It covers the process of gathering the required information, creating the case in Jadu Connect, and then connecting your Jadu Central form using the Jadu Connect Workflow.

Getting Started

Is Jadu Connect Right for You?

Learn About Access and Support

Understanding and Planning

While not required, it is strongly suggested you follow these steps and build out a Workbook. Doing so helps you the overall process and speeds up the configuration of your CXM Workflow.

Configure a Jadu Connect Workflow

Set Up Case Type In Jadu Connect

Set up Jadu Central Forms to work with Jadu Connect

The first form submission from XFP will open a case and send an email with URL to the next form.

All CXM cases must reach a final status at the end of the process. No cases should be left open indefinitely.

Advanced Features and Data

Additional Workflow Options

Export and View Data

Additional Resources