Integration with Micro Focus Content Manager is one of the available submission events for forms. This has been done to integrate with local councils' HP TRIM backend systems.
Prerequisites
The following items need to be set up before the submission event can be configured. The submission event configuration will request information from the TRIM instance, and this will fail if the prerequisites have not been set up:
An account/password must be assigned
Basic Authentication needs to be enabled
The following domains need to be whitelisted by adding them to the Access-Control-Allow_Header
Depending on the IIS configuration, the submission event queries may fail with a 401 due to the browser sending a preflight OPTIONS request without the authorization header. You will need to implement a solution to return a 200 response.
Instructions
Navigate to the Workspace menu and click Settings
Select the Integrations tab
Select Setup Integration on the Micro Focus Content Manager card
Fill out the following fields:
Base URL: Enter the Base URL for the integration.
Username: Add the username.
Password: Enter the account password. You will be unable to view this Password after saving the integration.
Click Save
Navigate to the Forms tab and select the form you would like to integrate
Select Workflow and click Add Submission Event
Select Micro Focus Content Manager from the Event Type dropdown
Fill out the fields
Individual/Zip Attachments: Choose to upload the submission PDF and attachments as individual files or separate documents in a zip file
Record Type: You will need to set the record type (such as correspondence in, invoice, policy document)
Note:
A list of record types will automatically be retrieved from the API after typing the first 3 letters.
Container: Select the container where the record will be placed
Action Definitions: Select an action to assign to the record for submission in the Content Manager
Location: Select a location, usually a person or a group, for the action
Author: Select the author
Record Title: Enter the title of the record for how it will appear in the HPE Content Manager. From here you can customize the record title with data from the form submission. For example {FORM_NAME} - {ELEMENT:Name}. This will set the Record title to be the name of the form (the input data from the ‘Name’ Element). This allows users to easily identify what was submitted to the Content Manager based on the record title.
Run Conditionally: Toggle on to add conditions for the submission event
Note:
Conditions can only be linked to Autocomplete, Number, Calculation, Checkboxes, Radio Buttons, and select elements.
Advanced:
PDF Configuration
File Name: Enter a name for the PDF
Exclude Elements: This allows you to remove elements from the PDF that may not be relevant to this recipient
Display submission ID: Toggle to include the submission ID number in the PDF
Display external ID: Include the External Id/Receipt Id in the footer of the PDF
Include payment details: Toggle on to add a page break after the form content and include payment receipt information
Page break on form pages: Toggle to break the page to correspond with each form page
Page Size: Select A4 or US Letter as the PDF size
Custom PDF: If you have added a custom PDF to your form, you will see a Custom tab where you can select a custom PDF from the dropdown.
Retry on failure: Enabling this option will allow the event to be retried 5 times for a total of 6 attempts. Each attempt has an exponentially delayed start to allow time for the failure to be rectified.
Click Save; any submission of the form will be posted to your specified container
