Editing a case

The Edit Case actions allows you to update a case in CXM with information collected by your form.

In order to use the Edit 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:

  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 Edit Case 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. Choose the case type in CXM to the case to edit comes under, and click Next.

  7. 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.

  8. 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.

  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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