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Editing a case template

The Edit Case actions allows you to update a case in Jadu Co nnect with information collected by your form. In order to use the Edit Case action, you'll need to create a template, which tells Jadu Central how to send information about the form to Jadu Connect.

Creating a Editing a case 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 Edit Case 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 click the Next button.
  5. Select the case type in Jadu Co nnect to the case to edit comes under, and click the Next button.
  6. Specify the case reference mapping. You can map a question, variable or logic formulae. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.
  7. Complete the additional mappings. These are extra fields that Jadu Connect collects. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.
  8. Leave the Run as signed in user toggle enabled. This ensures that the action is done by the signed in user, and not the user associated with the API key in Jadu Connect.
  9. Click the Save button to create the template.