Micro Focus Content Manager Integration

Integration with Micro Focus Content Manager is one of the available submission events for CivicOptimize forms. This has been done to integrate with local councils' HP 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 (Internet Information Services) 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. 

Instructions

1. Navigate to the Integrations tab
   
2. Select Setup Integration on the Micro Focus Content Manager card
   
   
3. Fill out the following fields:
   
   
   • Base URL: Enter the Base URL for the integration
   • Username: Add the username 
   • Password: Enter the account password 
4. Click Save
   
   
5. Navigate to the Forms tab
   
6. Select the form you would like to integrate
   
7. Select Workflow
   
8. Click Add Submission Event
   
9. Select Micro Focus Content Manager from the Event Type drop-down
   
10. Fill out the fields
    
    
    • Individual/Zip Attachments: Choose to upload the submission PDF and attachments as individual files or separate documents in a zip file
    • 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: Enter 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.
    • Display submission ID in PDF: Toggle to include the submission ID number in the PDF
    • Include payment details in PDF: Toggle on to add a page break after the form content and include payment receipt information
    • Page break on form pages: Toggle to break the page to correspond with each form page
    • Run Conditionally: Toggle on to add conditions for the submission event
      • Note: Conditions can only be linked to Autocomplete, Number, Calculation, Checkboxes, Radio Buttons, and select elements. 
        
11. Click Save; any submission of the form will be posted to your specified container