Attaching files from a Blue Badge Application to a CXM case

This action allows you to attach files from a Blue Badge application to a CXM case.

In order to use this action, you'll need to create a template, which tells XFP which types of file from the blue badge application to attach, and which CXM case to attach them to.

To do this:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose Attach Files from Blue Badge Application under the Jadu CXM section, and click Next.

  4. We'll then be taken to the template builder for this action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title of your template.

  6. Specify the case reference mapping. You can map a question, variable or logic formulae.

  7. Set the Run as signed in user toggle. This configures whether the file uploads to CXM should be done as the signed in user, or the user associated with the API key in CXM.

  8. Specify the Blue Badge application number mapping, like with the case reference you can map a question, variable or logic formulae.

  9. In the 'Artifacts' field, select the type(s) of file (e.g. photo, proof of address) to attach to the CXM case. If multiple files exist of the configured type(s), they will all be attached.

  10. Click Save to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

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