This article will show you how to set up an integration between your Process Automation and Digital Services and Web Central products. When a specified form is submitted, the attached data will be transmitted to the specified Web Central Document Center folder.
Prerequisites
Set up your Web Central and Automation credentials.
Make sure the applicable Web Central Document Center folder is set to Update Integration Hub.
Instructions
Sign in to your site
Navigate to the Integrations tab
Select + New Integration
Click the Simple integration card
Add a Short Description for the integration
Select Process Automation and Digital Services as the Trigger and Website (Central) as the Action
Select the Applications for the trigger and action
Select the applicable Credentials for each application
Enter the Environment number for your Automation site
You can find this number at the end of the URL for your account.
Choose the Form that will trigger the integration and send its submission data to the Document Center
Note: You can type a form name into the box so you don't have to scroll through the list.
Select Document Center as the Module and choose the Folder in Web Central that the submission data should be added to
Filter the integration to be for a Draft or form Submission in Automation and set the Action as Create
Click Next
Map fields from Automation to Web Central as needed by dragging and dropping the tiles or typing directly into the field
Note: Required fields in the Document Center are Display Name and File Name. Learn more about how field mapping looks in Web Central.
Click Next
View an Overview and Test Instructions for your integration and click Save
Enable your integration using the toggle under the Status column
The integration will now send form submission data to the Web Central Document Center
Automation Submission:
Web Central Document Center Folder:
