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Creating a person template

This action allows you to create a person record in Jadu Connect. If there is an existing person record with the same details, Jadu Connect will not create a duplicate.

In order to use this action, you'll need to create a template, which tells Jadu Central how to send information about the person to Jadu Connect.

Creating a Attaching a file template​

  1. Open a form, and navigate to Templates in the top navigation bar.
  2. Click the Create Template button. A window will open, asking which type of action we want to create a template for.
  3. Select Create Person under the "Jadu Connect" section, and click the Next button. We'll then be taken to the template builder for this action.
  4. Enter a title and provide the additional mappings necessary. You can map a question, variable or logic formulae for each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.
  5. Click the Save button to create the template.

Inviting the created person to register​

Jadu Central provides another template that's very similar to Create Person, called Invite User. This functions in exactly the same way; it creates a person record in Jadu Connect. However, it will also create a pending user account for that person, and email them to ask if they want to register for a proper account.