Prerequisites
Before configuring a Web Form in Adeptia Connect, ensure creating a Template, you must meet the following requirements:
- Ensure that you have designed a Web Form using Snecha
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- Architect.
Use Sencha Architect to design Form, use these form in Connect web form and use those web forms in Transaction/Template in Connect.
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- Ensure that you have created a Web Form to use for creating a Template/Transaction.
Follow these steps to create a Template using Web Form in Adeptia Connect:
- Use the existing Transaction/Template type Web Form . At this step we will create the JSON Schema for this web form. So if we change the form in future then we will update the JSON Schema.In web form table we will put the schema Id which is associated with this Web form. The name of Schema will be "<Web form name>_Schema".
After creating a transaction/template type web form, we need to activate this web form.
Now we will create a template by using this web form.
The type of this template will be “File & Message”.
The direction of this template will be “Inbound”.
At the source step, we will select the “Web Form” from the application list.
Now at the “Choose Web Form” step, we will select the web form which we is created in above steps.
We will show the schema step in this case and show the JSON schema which is associated with web form.
At the mapping step when create the mapping then JSON schema (associated with selected web form) selected as Source Schema in wizard previous step will load as source schema.
Now after activating the template, we will create the transaction from this template and journey of this transaction will be similar to the other transaction.
When “Run Now” the we will open the same web form which is selected in Template and user can fill the form and click on submit to run this transaction.
In dashboard we will display the execution log similarly we are displaying for the Frevvo Forms.
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- and activate it, refer to Activating a Web Form.
- Use this Web Form to create a Template. Click Configure > Templates > CREATE Template.
- On the Create New Template screen, provide a Template name and brief description. Click Continue.
- Select File & Message from the drop-down list for the template type and click Next.
- Select Inbound from the drop-down list for direction of this template and click Next.
On the Choose Network step, select the Network for which you are creating the Template. To select multiple Networks from the drop-down list, click on the networks one by one. Click Next.
Info Only the Partners of the selected Network(s) will be able to access this Template. - On the Define Partner Parameter step, click Add Parameter to define the parameters. Click Next to select the Source Application.
- On the Choose App step, select the Web Form from the list of Source Application and click Next.
- On the On Form Submit step, select the On Form Submit to trigger the data transfer and click Next.
On the Choose Web Form step, select the Web Form and click Next. Only activated and Template/Transaction type Web Forms will be populated.
Info Only activated and Template/Transaction type Web Forms will be populated. - On the Define Source Layout step, select JSON schema as a source data format and applicable schema which is associated with Web Form as a source data layout and click Next.
On the Set Destination step, select the Destination Application from the drop-down list and click Next.
Info Depending on the chosen Destination Application, the next step differs. - On the Mapping step, click
for Mapping screen. Provide a name for this mapping and select the existing mapping from the Mapping Suggestion(s) list.
JSON schema (associated with selected Web Form) will load as Source Schema. Do the mapping of Destination with respect to Source and click Save & Exit to exit from mapping screen. Click Next.
- Provide the URL of the documentation for this Template and click Save & Exit.
- Click Yes, turn On to activate the Template.
This creates and activates your Template. - Use this Template to create a Transaction, refer to Creating a Web Form Transaction.