The DocuSharefrevvo DocuShare® Flex Connector saves frevvo submissions to your DocuShare® Flex file system. Submission XML document(s), attachments that are added by the user, and the PDF snapshot of your form/workflow can be saved in the configured submissions folder. Signatures are not saved as they are a different content type than attachments.
Submissions from frevvo are posted to the DocuShare® Flex Connector using the Doc Action Save to External System wizard.
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- Go to your form/workflow's Settings tab in the Guided Designer Navigation bar.
- Click the Document Actions tab. You will automatically be on the Send Documents sub-tab. Select Send to External System.
- Select DocuShare® Flex from the Select Connector dropdown. The Docuware DocuShare® Flex Wizard will open.
Enter the name of a DS Folder (this can be a path). If the folder(s) already exist they are used, otherwise they are created. Select the Document Type from the dropdown. - Add metadata Fields. Click Add to add rows.
- In the first column, select the target field in your DocuShare® Flex folder. Each time you add a row, only the remaining available fields will display so you cannot accidentally map a field twice. However, after all fields are mapped you can still click the Add button, but no fields will show in the dropdown. In this case, or if you wish to delete a row for any reason, simply click the Delete icon to the right of that row to remove it.
- In the second column, the field Type will be automatically set based on your DocuShare® Flex settings.
In the third column, add the value you want to send. To use a field from your form, type an open curly brace '{' following by the first few letters of the control name. Then, select the control name from the dropdown. Info |
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| To map values from repeating controls to the Keywords field type, the value should be a template string that resolves to multiple values. The recommended approach is to create a template that results in a JSON array using the built-in separator 'json' i.e. {json|controlname}. This special separator resolves to JSON format. The same result can be accomplished by specifying the JSON format i.e. ["{","|controlname}"]. |
Select any attachments you would like to send, such as the PDF Snapshot (set by default), the submission xml document, any attachments uploaded by the form user, and any mapped PDFs. The filename needs to be unique within the destination folder.
Save.
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