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DocuPhase Pro Connector

DocuPhase Forms latest - This documentation is for DocuPhase Forms v11.3. Not for you? Earlier documentation is available too.

DocuPhase Pro Connector

Owned by Megan Ellis
Last updated: Jun 19, 2024 by Gil Emery
3 min read

The DocuPhase Pro Connector saves DocuPhase Forms submissions to your DocuPhase Pro 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 folder.

Submissions from DocuPhase Forms are posted to the DocuPhase Pro Connector using the Doc Action Save to External System wizard. 

Your Tenant Admin must configure the DocuPhase Pro Connector in the Admin: Manage Connectors page before you can perform the following steps in the Form/Workflow Document Actions tab.

Connect a Form/Workflow to DocuPhase Pro 

  1. Go to your form/workflow's Settings tab in the Guided Designer Navigation bar.

    v11.3 Settings icon.PNG

  2. Click the Document Actions tab. You will automatically be on the Send Documents sub-tab. Click ADD DOCUMENT ACTION and select Send to External System.

    Screen Shot 06-07-24 at 05.29 PM.PNG

  3. Select DocuPhase Pro from the Select Connector dropdown. The DocuPhase Pro Wizard will open.

  4. Select a DocuPhase Pro cabinet from the dropdown.

  5. Optionally, select a Tab from the dropdown. Tabs are also known as Document Types in DocuPhase Pro. At this time, only non-indexed document types are available in this list.

  6. Optionally, select a Pro workflow that will run when the submission is posted.

  7. Add metadata Fields. Click Add to add rows.

    1. In the first column, select the name of the target field in your DocuPhase Pro tab. Each time you add a row, only the remaining available fields will display so you cannot accidentally map a field twice. Once all available fields are mapped, the add button is disabled. If you wish to delete a row for any reason, simply click the Delete icon to the right of that row to remove it.

    2. In the second column, add the value you want to send. At least one index field is required. 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.

    3. You can optionally select which field to search existing folders by. If none are selected, a new folder will be created. If the folder matching the values is not found, a new folder will be created.

    4. Repeat Controls: Multivalue fields like checkboxes and repeats are supported. The recommended approach is to use the template syntax for a comma-separated list, e.g. {,|controlname}. 

  8. 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. 

  9. Save

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Limitations and Troubleshooting

  • DocuPhase Pro does not have any data types, so all fields are sent as varchar, i.e. string, with a maximum length of 255 characters.

  • If you are not seeing the cabinet that you wish to use, make sure that the user that was configured to use the DocuPhase PRO connector has read/write permission to the cabinet.







 

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