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ayecona
August 1, 2019
Solved

need good example of Invoke Form Data Model Service

  • August 1, 2019
  • 19 replies
  • 14025 views

Hi so I have been able to now submit my adaptive form invoking a workflow. and it is sending an email with the DOR (pdf of the form) all is good …. now I want to add a step "Invoke Form Data Model Service" which I think can submit the data into Dynamic CRM. or maybe there is a different step to post the data into Dynamics CRM???

if you have more doc or videos on how to accomplish this I will appreciate it.

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Best answer by workflowuser

just click the add button to add another attachment in send email component

19 replies

Balaji_V
Level 4
August 2, 2019

Hi Ayecona,

Gone through a few links related to data model service

Adobe Experience Manager Help | API to invoke form data model service from adaptive forms

Adobe Experience Manager Help | Use form data model

May be useful,

Thanks,

Balaji

ayecona
ayeconaAuthor
August 2, 2019

workflowuser​ that is a good example but the "Set Worflow Metadata" does not exist.

will this one do the same thing??? is there any documentation on the Process steps??

Adobe Employee
August 2, 2019

It is custom bundle that is provided as part of the article assets

ayecona
ayeconaAuthor
August 2, 2019

workflowuser​ very well. will the "metadata processor" work ? Do you know of documentation that will explain this steps?

Adobe Employee
August 2, 2019

No that will not work

you will have to use the assets given in the article

ayecona
ayeconaAuthor
August 2, 2019

workflowuser​  I did install the example on the article and below is the workflow it did not bring the "Set Workflow Metadata" option. when open the step it is blank. Again the custom bundle might have work for the person who did it.

So either I use something OOB from AEM forms workflow or I learn how to use or build a custom process. Either way is there any documentation on AEM about this steps process????? 

I found this on the Process Step

Workflow Step Reference

and this

Workflow Step Reference

but nothing on the Metadata Processor which is part of the DAM Workflow

ayecona
ayeconaAuthor
August 2, 2019

another idea would be to use a workflow to extract the data from the Adaptive form into a Json file and then send an email with the Json file and the pdf (DOR) attached. can that be done?

when submission of the form I need to send the pdf and the data (Json) on an email

Adobe Employee
August 2, 2019

You do not need dam workflow step for using invoke form data model step.

in Fact you do not need any custom process step for using invoke form data model step in your workflow

that video used it for that particular use case

Adobe Employee
August 2, 2019

Search for using json variables in AEM workflow