Publishing a Record Creation Template

Use this process to configure and publish a template that your Engage users can use to report information using Engage. For example, your brick and mortar store experiences a security breach and needs to report it.

This process describes how to add a custom object to an existing application in Archer. This custom object adds a button to publish the new template.

Important: Download and install the Archer_6.9_P3_Engage_Template_Package.zip available on the Community. This package provides an examples of applications and questionnaires that work with Engage, including a custom object code example.

On this page

  1. Open the default layout in the application. This layout is for managing your template link.

    1. From the menu, click Admin menu > Application Builder > Applications.
    2. Select the application.

  2. Add a new custom object in layout.

    1. In the code block under Custom Object Properties section, paste the custom object code obtained from the Community. Modify this custom object code based on your setup according to the updates in the following file:

      Publishing_Record_Creation_Template_Customization.txt

      See "Adding Objects to the Layout" in the Archer Platform Help.

    2. Update the following variables:

      • LayoutId - Use the ID for the Engage Layout.

      • UserId - Use the ID for the user to receive the initial URL. You can obtain this from Access control > Users. This user must have an email defined.

    3. (Optional) Use the following variables to capture information about the Engage user who submitted the record:

      • HistoryFieldId - Sub-form containing the Email and Submit Date to track the record creation history.

      • HistorySubmitByFieldId - Text field containing the email from the HistoryField sub-form.

      • HistorySubmitDateFieldId - Date and time field containing the submit date from the HistoryField sub-form.

    4. Use the following variables to restrict record creation access by email domain:

      • Domains - Use to specify domains for access control.

      • AccessConfig - Use one of the following options to control access:

        • Allow - Restricts record creation to the email domains listed in Domains. You must have at least one email listed in Domains.

        • Deny - Denies record creation to those email domains listed in Domains. You must have at least one email listed in Domains.

        • None - No restrictions. If this option is selected, the Domains list can be empty.

    5. Set the ProductIdentifier to E4V or E4BU depending upon your license.
    6. Set the PublishLanguages variable to publish a template in multiple languages. The first language entered is the default language in which the portal is displayed.

    7. portalURL - Use the URL for your Archer Engage Agent deployment.

  3. Add the custom object to your layout. Click Save.

  1. Create a new record in your Application.

  2. Use the custom object created in task 1 to publish the template. This sends a notification containing the template link to the user identified in the custom object.

    When the portal is published in multiple languages, the notification sent out contains template links for all the published languages.

  3. Close or cancel the record creation. You do not need to save the record.

The recipient identified by the UserId in the custom object receives an email with information in it about the template, including the template URL. They can distribute the URL to the appropriate internal users through their preferred method.