Micro Focus Content Manager

The Micro Focus Content Manager integration allows you to capture PDFs of your form submission within your relevant content manager container. For more on how to configure this check out the article below.

Prerequisites

The following items need to be set up before the workflow event can be configured. The workflow event configuration will request information from the Content Manager 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-Origin 
  • https://console.oneblink.io

Here is an example of what your CORS configuration should look like:

<configuration>
  
  <system.webServer>
    <httpProtocol>
      <customHeaders>
        <add name="Access-Control-Allow-Origin" value="https://console.oneblink.io" />
        <add name="Access-Control-Allow-Headers" value="Content-Type,Authorization" />
        <add name="Access-Control-Allow-Credentials" value="true" />
        <add name="Access-Control-Allow-Methods" value="POST,GET,OPTIONS" />
        <add name="Access-Control-Max-Age" value="86400" />
      </customHeaders>
    </httpProtocol>
    
  </system.webServer>
</configuration>

Depending on the IIS configuration, the workflow event queries may fail with a 401 due to the browser sending a preflight OPTIONS request without the authorisation header. You will need to implement a solution to return a 200 response as documented CORS with Basic or Windows Authentication.

Configure Integration

Navigate to the integration page and on the Micro Focus CM card select Setup Integration.

URL - Your organisation's Micro Focus Service API URL (e.g. https://council.state.gov.au/HPECMServiceApi)

Username - You will need to provide a username of an account that has access to the service

Password -  You will also need to provide the password for the username

Configure Submission Event

To configure the Micro Focus CM submission event open the form that you wish to be capturing, and navigate to the Workflow tab.

From here you can select ‘ADD SUBMISSION EVENT’ and select Micro Focus Content Manager from the ‘Event Type’ drop-down.

This will open up a series of configurations that will need to be set.

Main Configuration

• Record Type
  • You will need to set the record type (e.g. correspondence in, invoice, policy document). 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 the submission in the Content Manager
• Location
  • Select a location usually a person or a group for the action.
• Record Title
  • The title of the record for how it will appear in the Micro Focus CM. From here you can customise 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 can allow users to easily identify what was submitted to the Content Manager based on the record title. Click the ‘CUSTOM VALUES’ button for more information.

Advanced 

PDF Configuration

• Exclude Elements
  • This allows you to remove elements from the PDF that may not be relevant to this recipient.
    
• PDF File Name 
  • The name of the PDF can also be changed to more easily conform to any existing processes.
• Display Submission ID in PDF
  • Turning this on will ensure the submission ID is added as a footer to each page of the PDF.
• Display External ID
  • Turning this on will ensure the external ID is added as a footer to each page of the PDF.
• Include calendar booking details
  • This option is only shown if you have a calendar booking event configured. It will include the details of the calendar booking on a new page at the bottom of the PDF.
• Include payment details
  • This option is only shown if you have a payment event configured. It will include the details of the payment on a new page at the bottom of the PDF.
• Include approval form content
  • This option is only shown if you have an approval flow configured. It will include the details of any approval forms on a new page at the bottom of the PDF.
• Page break on form pages
  • Turning this on will create a page break in the PDF that reflects the page breaks in the form itself.

Retry on failure 

If this switch is enabled then the submission will be automatically retried 5 times. If all 5 of the retries fail then a notification email will be sent to the app sending email address.

Get Help

If you have any questions or would like assistance with setting up your Email actions please contact us via this support portal or email [email protected]. We are happy to assist in any way we can.