The GoFormz-Alfresco integration conveniently automates the process of uploading your completed form PDFs to appropriate folders in your Alfresco account.
Note: Before getting started, you must first reach out to your GoFormz Account Manager to enable access to the Alfresco application on your account.
There are two steps to configuring an Alfresco integration:
Creating an Alfresco Connection: First, set up a connection to the Alfresco application, giving GoFormz access to your Alfresco account.
Creating an Alfresco workflow: Contact your Account Manager or proservices@goformz.com to set up an Alfresco workflow
CREATING A NEW ALFRESCO CONNECTION
Before you begin, make sure that you have an existing Alfresco account and you know the credentials for the account. To create an Alfresco app connection, do the following:
Select Connected Apps from the More dropdown at the top of the GoFormz web app to navigate to the App Connections screen.
2. Click Alfresco & Add Connection to bring up the Alfresco login window.
3. Enter your Alfresco credentials including hostname, username, and password. Select Add.
Please note that whoever makes the connection of the application will be tied to the integration activity. For example, on the Upload File step, it will show the person who connected the app as the uploader of the file. We recommend creating a 'GoFormz Integration' account for your Alfresco account, if you don't want the activity tied to your personal Alfresco.
The new connection will appear on your Alfresco Connections list with a generic name like “Alfresco Connections - 1”. We recommend renaming your connection with a more descriptive name (e.g. including your Alfresco username in the connection name), especially if you plan to use multiple Alfresco connections. This will make it much easier to tell your connections apart from each other.