Catalogue Request Correspondence Flow (Add-on)
Accepts an information request via the webform and registers customer information after sending the catalogue. After checking the contents of the web form entry at the [Confirmation / Judgement] Step, a Cover Sheet PDF is automatically generated. Also, the customer information is registered in the database (kintone) after the catalogue is shipped. If it is necessary for a sales representative to respond promptly, it proceeds to the [3. Undertake / Recording of result] Step.
Download
catalogue-request-correspondence-flow-add-on-20210325-220-en.qar
Only available for Professional edition.
Notes
- You need to associate the Swimlane settings according to your organizational structure upon import
- For practical use, please change the fixed values that have been set
- The Initial Value in the Data Item “Sender of Cover sheet”, “Message on Cover sheet, “Notifying address”
- Unlike the Scenario article, this App uses the Service Task (Add-on) “kintone: Add New Record”
- Set up the connection with the kintone App
- On the [API Token] page of the “Settings” tab of the kintone App settings screen, check Add records box for “Permission” and generate an API token
- In [HTTP Authorization Setting] of the Questetra App, [Add] a setting as [Token Fixed Value] and enter the generated token in the [Token] field and save it
- In [C1: Authentication Settings in which API token is set] in the Service Task settings, select the setting name you saved the token
- Match the settings of the kintone App to connect with the settings of Service Aask (add-on) kintone: Add record
- [C6F to C12F: Field code] setting in the Service Task as with the strings to be set in Field Code of each Field of the kintone App form
- Kintone App ID and Service Task settings [C4: App ID]
- You can check the kintone App ID in the App Management
- On the [API Token] page of the “Settings” tab of the kintone App settings screen, check Add records box for “Permission” and generate an API token
- Set up the connection with the kintone App
Arrangement Tips
- No specific work is assumed in “3. Undertake /Recording of Result” on “Sales representative”. You can make the app more practical by adding Data Items and designing downstream Steps as needed.
- As with the scenario article, an App that uses Script Tasks and Throwing Message Intermediate Event (HTTP) is also published
See also
- Scenario: Episode 485: Auto-addition to “Catalogue Mailing List”
- Settings Required When Importing an Archive
- Manual: M220: Auto Start Triggered by Public Web Form Entry
- Manual: M227: Auto Executing Data Binding, Arithmetic Operations
- Manual: M230: Auto Executing Complicated Data Processing (ECMAScript)