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.
you will have to do the following
Configure your AF to invoke AEM Workflow The Data File Path is the name of the file that will store the data from the AF submission.
You then use the same name in your send email component as shown in this second screen shot
The json file will come from the submitted adaptive form data
the name you specify in the submit option of adaptive form will have to be used here
ok so I will not use the DAM Workflow step just the Invoke Form Data in there I have two options
one is using a JSON file but how do I get that json file? how does it get created? I also would like to read documentation about this option.
or I can use this option, which also have that check box if you want to use a JSON input.
I can see my model fields there and I have to choose "retrieve from workflow metadata" because I want to retrieve the inputted values on my form but how do I fill in that textbox? examples? format?
or using the checkbox. then I have to know again where the Jason file comes from same as above. and again the service arguments would need to be filled.
I am sure that this thread will help people coming after me I do not find any threads that talk about this Invoke Form Data Model Service in details. thank you for your patience
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
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
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
but nothing on the Metadata Processor which is part of the DAM Workflow
Gone through a few links related to data model service
May be useful,