Integration with Micro Focus Content Manager is one of the available submission events for Productivity Suite forms.

This has been done to integrate with local councils' 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 (production)
  • 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 to return a 200 response as documented here. 

Instructions

1. Navigate to the Forms tab
   
2. Select the form you would like to integrate
   
3. Click Submission Events
   
4. Select Add Submission Event
   
5. Select Micro Focus Content Manager from the Event Type drop-down
   
6. This will open up a series of configurations that will need to be set
   
   • URL: Your organization's HPE 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.
   • Record Type: You will need to set the record type (e.g. correspondence in, invoice, policy document).
     • 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. 
   • Record Title: 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.
7. Click the More Info button for more information
   
8. Once these settings have been configured, click the Save button, and any submission of the form will be posted to your specified container