Form Data Configuration Overview

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    Platform Developer  |  5.1 & Higher This feature is related to 5.1 and higher.

Manager uses XMLXML (Extensible Markup Language) is a markup language that defines a set of rules for encoding documents in a format that is both human-readable and machine-readable. format to represent data it is working with. Manager automatically generates a default XML data structure to handle the data passed between the server and a form. When a user selects a form, Manager starts to controls the data flow that can be one of the followings:

  • Standard default form processing.
  • Customized form processing, which you can configure. This is the most common form of processing,

Form data configuration addresses one of a common requirements which is to prefill a form with user’s details.

Before proceeding with data configuration in Manager, there are several data settings that should be configured in Maestro. Once the Maestro form version is built and published, these data configuration is transferred to Manager.

The list below identifies details on how to customize forms in Manager for the following data requirements:

  • Prefill a form with user details using one of the supported prefill methods.
  • Property Prefill Mapping.
  • Request Param Prefill Mapping.
  • Input XML Prefill Mapping.
  • Capture and store additional details that are passed along with the form submission that may be required for handling such things as attachments, receipts, and anonymous submissions. Refer to Configuration Mapping for more information.
  • Provide an alternative data structure, according to your enterprise’s requirements, to the default XML. Refer to Form XML Data for more information.
  • Extract some details for easy access for monitoring and managing form submissions. Data extracts are also required for some collaboration job features.

Form Builders configure these data customizations by defining data mappings from Manager or Maestro consoles. This is so that individual data elements can be externally defined and mapped to your form’s XML data structure when the form is rendered.

Next, learn how to view form data configuration.