--- title: "Micro Focus Content Manager Integration" slug: "micro-focus-content-manager-integration" description: "Integrate Micro Focus Content Manager with local councils' HP TRIM systems. Set up submission events and customize record titles for efficient management." updated: 2026-04-03T16:55:36Z published: 2026-04-03T16:55:36Z canonical: "www.civicplus.help/micro-focus-content-manager-integration" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.civicplus.help/llms.txt > Use this file to discover all available pages before exploring further. # Micro Focus Content Manager Integration 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 - [https://console.transform.civicplus.com](https://console.transform.civicplus.com/) (production) - [https://console-test.transform.civicplus.com](https://console-test.transform.civicplus.com) (test) 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](http://hprm.info/tag/serviceapi/) to return a 200 response. --- ## Instructions [Embedded content](https://www.iorad.com/player/1995748/CivicOptimize--How-to-Set-Up-a-Micro-Focus-Content-Manager-Integration-Practice-Tutorial) 1. [Sign in to your site](/process-automation/docs/sign-in-to-your-site) 2. Navigate to the **Workspace menu** and click **Settings** ![Navigation menu showing 'My Workspace' and 'Settings' options.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Environments, Settings - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) 3. Select the **Integrations** tab ![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Integrations Menu - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) 4. Select **Setup Integration** on the **Micro Focus Content Manager** card ![Micro Focus Content Manager integration setup instructions with highlighted action button.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Micro%20Focus%20Setup%20Integration%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) 5. Fill out the following fields: ![Integration setup for Micro Focus Content Manager with fields for Base URL, Username, and Password.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Micro%20Focus%20Setup%20Integration%20Fields%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) - **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. 6. Click **Save![The Save button on the Mailgun integration card.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save Mailgun Integration - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D)** 7. Navigate to the **Forms** tab and select the form you would like to integrate ![The Forms tab in the left navigation menu with a form selected on the page.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Select Form - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) 8. Select **Workflow** and click **Add Submission Event** ![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Workflow, Add Submission Event - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) 9. Select **Micro Focus Content Manager** from the **Event Type** dropdown ![Micro Focus Content Manager option in the Event Type dropdown.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Micro%20Focus%20Content%20Manager%20Event%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) 10. Fill out the fields ![The Micro Focus Content Manager submission event fields.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Micro%20Focus%20Content%20Manager%20Event%20Fields%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) - **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) > [!WARNING] > **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 > [!WARNING] > 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](/process-automation/docs/custom-pdfs), you will see a **Custom** tab where you can select a custom PDF from the dropdown. ![Custom tab under PDF Configuration with the option to select a custom PDF and allow resulting filled fields on the PDF to be edited.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Custom%20PDF%20on%20Email%20Event%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) - **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. 11. Click **Save**; any submission of the form will be posted to your specified container ![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save Workflow - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A19%3A54Z&se=2026-11-12T18%3A19%3A54Z&sr=c&sp=r&sig=Bm1qFkoC%2FNy4GBQyBCv0M8vxw%2Byi6YAwGn%2Bi7EoexQc%3D) Internet Information Services. Uniform Resource Locator Portable Document Format. Application Programming Interface. A set of rules that allows programmers to develop software for a particular operating system without having to be completely familiar with that operating system. Identification or Identifier. United States of America. All customers, prospects, or teams that are located in the United States.