Creating a case
In order to use the Create Case action, you'll need to create a template, which tells XFP how to send information about the form to Jadu CXM.
To do this:
Navigate to Templates in the top navigation bar (under the form title).
Click Create Template.
A popover will open, asking which type of action we want to create a template for. Choose Create Case under the Jadu CXM section, and click Next.
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.
Set the title of your template, and click Next.
Choose the case type in CXM to create the case under, and click Next.
Complete the additional mappings. These are extra fields that CXM collects. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.
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.
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.
Using Esri LocatorHub for addresses?
If you use the
Verified Address - ESRI LocatorHub integrated component on your form and want to send the address to CXM you will need to map the
QuestionName - Property variable. This will ensure the locator hub ID is also sent along with the UPRN and CXM can retrieve the correct address.
For all other standard address lookup components (SinglePoint, NLPGAnywhere etc...) use the
QuestionName - UPRN variable.