Attaching a file

This action allows you to attach files associated with the XFP form submission to a CXM case.

In order to use this action, you'll need to create a template, which tells XFP how to send information about the form to Jadu CXM.

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 File 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, and click Next.

  6. Specify the case reference mapping. You can map a question, variable or logic formulae. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.

  7. In the 'Uploads' field, select each file upload question to attach its files to the CXM case.

  8. Optionally enable the toggle for Generated PDF (if present) if your from is configured to run a PDF Generation action prior to this action, and you want to pass the PDF to the case.

  9. Leave the Run as signed in user toggle enabled. This ensures that the action is done by the signed in user, and not the user associated with the API key in CXM.

  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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