Form Bundles Context

   Journey Manager (JM) Previously known as Transact Manager (TM). |   System Manager / DevOps |  v5.1 & Higher This feature is related to v5.1 and higher.

A collaboration job provides additional context information to form bundles created with Maestro, Composer, or the Maguire template. This information is automatically used by forms and widgets to provide a list of all the other forms in the form bundle, the completion status and a way to navigate to the chosen form as well as print a receipt. A form bundle content includes allFormsEditable option that enables users to open any previously completed forms of their application bundle in a step.

The form XML shown below is the part of the customer onboarding collaboration job where the data is created in the //SystemProfile/Job/StepTasks XML node, which is a list of the previous and current step tasks for the form bundle.

<SystemProfile>
    <DisplayMode>Entry</DisplayMode>
    <HostContext>Page</HostContext>
    <ReceiptNumber></ReceiptNumber>
    <SubmitDateString></SubmitDateString>
    <SubmissionMessage></SubmissionMessage>
    <FormDataServiceURL>https://tm.maestro.avoka.com/maguire/servlet/FormDynamicDataServlet</FormDataServiceURL>
    <RequestLogKey>ab45894a127f2e26a3e516ba4291080a</RequestLogKey>
    <TrackingCode>PT3F6P</TrackingCode>
    <Job>
        <ReferenceNumber>QF3FJK</ReferenceNumber>
        <StepName>Additional Products</StepName>
        <AvailableRoutes>Default</AvailableRoutes>
        <RouteName></RouteName>
        <Assignee>jsmith@gmail.com</Assignee>
        <AssignRepeatIndex></AssignRepeatIndex>
        <AssignRepeatItem></AssignRepeatItem>
        <Description></Description>
        <StepTasks>
            <Task>
                <StepName>Customer Onboarding</StepName>
                <MenuLabel>Customer Onboarding</MenuLabel>
                <MenuCategory>Customer Onboarding</MenuCategory>
                <TaskSubject>Customer Onboarding</TaskSubject>
                <FormCompleted>true</FormCompleted>
                <FormEditable>false</FormEditable>
                <FormName>Customer Onboarding</FormName>
                <ReceiptURL>https://tm.maestro.avoka.com/maguire/servlet/FormReceipt.pdf?submitKey=dfe15aab5345ee23505021f889ac0ff1&amp;renderMode=file</ReceiptURL>
                <CurrentForm>false</CurrentForm>
                <TaskMessage></TaskMessage>
                <ScheduledTime></ScheduledTime>
                <ExpiryTime></ExpiryTime>
                <FormURL></FormURL>
            </Task>
            <Task>
                <StepName>Additional Products</StepName>
                <MenuLabel>Complete Credit Card Application</MenuLabel>
                <MenuCategory>Additional Products</MenuCategory>
                <TaskSubject>Complete Credit Card Application</TaskSubject>
                <TaskMessage>Please complete the Credit Card Application form.</TaskMessage>
                <FormCompleted>false</FormCompleted>
                <FormEditable>true</FormEditable>
                <FormName>Customer Onboarding - Credit Cards</FormName>
                <FormURL>https://tm.maestro.avoka.com/maguire/form.htm?submitKey=2ef6da250d9d1dbee74749172f64e3e4</FormURL>
                <CurrentForm>true</CurrentForm>
                <ScheduledTime></ScheduledTime>
                <ExpiryTime></ExpiryTime>
                <ReceiptURL></ReceiptURL>
            </Task>
            <Task>
                <StepName>Additional Products</StepName>
                <MenuLabel>Complete Insurance Application</MenuLabel>
                <MenuCategory>Additional Products</MenuCategory>
                <TaskSubject>Complete Insurance Application</TaskSubject>
                <TaskMessage>Please complete the Insurance Application form.</TaskMessage>
                <FormCompleted>false</FormCompleted>
                <FormEditable>true</FormEditable>
                <FormName>Customer Onboarding - Insurance</FormName>
                <FormURL>https://tm.maestro.avoka.com/maguire/form.htm?submitKey=ff13980c03dccd2963ba8c6be469e248</FormURL>
                <CurrentForm>false</CurrentForm>
                <ScheduledTime></ScheduledTime>
                <ExpiryTime></ExpiryTime>
                <ReceiptURL></ReceiptURL>
            </Task>
            <Task>
                <StepName>Additional Products</StepName>
                <MenuLabel>Confirm Application Bundle</MenuLabel>
                <MenuCategory>Additional Products</MenuCategory>
                <TaskSubject>Confirm Application Bundle</TaskSubject>
                <TaskMessage>Please sign to complete Application bundle.</TaskMessage>
                <FormCompleted>false</FormCompleted>
                <FormEditable>true</FormEditable>
                <FormName>Customer Onboarding - Confirmation</FormName>
                <FormURL>https://tm.maestro.avoka.com/maguire/form.htm?submitKey=8e6b6352eb284b03b10ea36fa0b454f2</FormURL>
                <CurrentForm>false</CurrentForm>
                <ScheduledTime></ScheduledTime>
                <ExpiryTime></ExpiryTime>
                <ReceiptURL></ReceiptURL>
            </Task>
        </StepTasks>
    </Job>

Next, learn about Job Definition elements for a Form Bundle configuration.