Jadu CXM: Set Up Workflows for XFP Forms
This self-help guide takes you through the process of setting up workflows for Jadu XFP forms. It covers the process of gathering the required information, creating the case in CXM, and then connecting your XFP form to the CXM.
Is CXM 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 CXM Workflow
Set Up Case Type In CXM
Set up XFP Forms to work with CXM
The first form submission from XFP will open a case and send an email with URL to the next form.
Each subsequent form can pull in data from the CXM case, update data in the case, and transition the case to a new status.
All CXM cases must reach a final status at the end of the process. No cases should be left open indefinitely.