Micro Focus Content Manager

The Micro Focus Content Manager integration allows you to capture PDFs from form submissions and save them to the relevant Content Manager container.

TABLE OF CONTENTS

• Prerequisites
• Configuring the Integration
  • User Authentication
  • OAuth Authentication
• Workflow Event Configuration
  • Main Configuration
  • Advanced
  • PDF Configuration
• Getting Help

Prerequisites

Before configuring the workflow event, the following items must be set up in your Micro Focus Content Manager instance. The workflow event will request information from Content Manager, and these requests may fail if the prerequisites are not configured.

• An account and password must be assigned.
• Basic Authentication must be enabled.
• https://console.oneblink.io must be added to Access-Control-Allow-Origin.

An example CORS configuration is shown below:

<configuration>
  <system.webServer>
    <httpProtocol>
      <customHeaders>
        <add name="Access-Control-Allow-Origin" value="https://console.oneblink.io" />
        <add name="Access-Control-Allow-Headers" value="Content-Type,Authorization" />
        <add name="Access-Control-Allow-Credentials" value="true" />
        <add name="Access-Control-Allow-Methods" value="POST,GET,OPTIONS" />
        <add name="Access-Control-Max-Age" value="86400" />
      </customHeaders>
    </httpProtocol>
  </system.webServer>
</configuration>

Depending on your IIS configuration, workflow event queries may fail with a 401 response because the browser sends a preflight OPTIONS request without the authorisation header. You will need to implement a solution that returns a 200 response for the OPTIONS request. For more information, see CORS with Basic or Windows Authentication.

Configuring the Integration

To configure the integration, open the Integrations page and select Setup Integration on the Micro Focus CM card.

Enter your organisation’s Micro Focus Service API URL. For example:

https://council.state.gov.au/HPECMServiceApi

You can configure authentication using either a Content Manager user account or OAuth.

User Authentication

Username: The Content Manager username that the integration will use to authenticate and perform actions.

Password: The password associated with the specified Content Manager user account.

OAuth Authentication

Token URL: The OAuth token endpoint provided by your identity provider. This is used to request access tokens for authentication.

Client ID: The unique identifier issued to your application when it is registered with the identity provider.

Client Secret: The confidential key issued with the Client ID. This is used to authenticate your application when requesting tokens.

Workflow Event Configuration

To configure the Micro Focus Content Manager workflow event, open your form and navigate to the Workflow tab.

Step 1: Select ADD SUBMISSION EVENT.

Step 2: Select Micro Focus Content Manager from the Event Type drop-down.

Step 3: Configure the workflow event settings.

Main Configuration

Record Type: The record type that will be created in Content Manager, such as correspondence in, invoice, or policy document. After you type the first 3 letters, matching record types will be retrieved from the API.

Container: The container where the record will be placed.

Action Definitions: The action that will be assigned to the record for the submission in Content Manager.

Location: The location, usually a person or group, for the action.

Record Title: The title of the record as it will appear in Micro Focus Content Manager. You can customise the record title using data from the form submission. For example, {FORM_NAME} - {ELEMENT:Name} will set the record title to the form name followed by the submitted value from the Name element. Select CUSTOM VALUES for more information.

Advanced

Retry on failure: If this switch is enabled, the submission will be automatically retried 5 times. If all 5 retries fail, a notification email will be sent to the app sending email address.

PDF Configuration

Exclude Elements: Removes selected elements from the PDF if they are not relevant to this recipient.

PDF File Name: Allows you to change the PDF file name to align with your existing processes.

Display Submission ID in PDF: Adds the submission ID as a footer on each page of the PDF.

Display External ID: Adds the external ID as a footer on each page of the PDF.

Include calendar booking details: This option is only shown if a calendar booking event has been configured. It includes the calendar booking details on a new page at the bottom of the PDF.

Include payment details: This option is only shown if a payment event has been configured. It includes the payment details on a new page at the bottom of the PDF.

Include approval form content: This option is only shown if an approval flow has been configured. It includes the approval form details on a new page at the bottom of the PDF.

Page break on form pages: Creates page breaks in the PDF that match the page breaks in the form.

Getting Help

If you need any assistance with Micro Focus Content Manager, please reach out through the Report Issue menu or email support@oneblink.io.