Action types

Enabling Action types for a form

Actions available include the following:

1. Jadu Database: This action is required by XFP and cannot be turned off, it inserts the form filler’s answers into the Jadu backend database for audit trail purposes.
2. Email Alerts: This action will send any configured email alerts when the form is submitted.
3. PDF Generation: This action enables the generation of a PDF receipt after form submission by mapping the form filler’s answers to the relevant question areas within the PDF form. This action is optional (it can be removed through configuration), but is enabled by default.
4. CRM Schema: This action enables form questions to be mapped to a CRM schema representation of data to be pushed. Professional services are required to provide a suitable schema, and transportation layer. This Action is optional and disabled by default.
5. Payments: If the Jadu PayBridge or the legacy ePayments module is implemented within your Jadu platform, this Action allows the integration of a form with a Payment Service Provider (PSP). This Action is optional and disabled by default.
6. File Output: This Action allows output of the form filler’s answers to be generated in either flat XML or CSV formats and transported using a connector to a specified destination.
7. Data Retention: This action enables the form administrator to determine how long data should be retained for each individual form.

Selecting the individual Action checkboxes and clicking the Save Actions button within the Actions area will generate an additional tab in the header of the form administration interface. Form administrators can then specify further rules to be associated with the additional Action type upon a form's submission. The exact nature of these configurations is described in more detail below.