SmartIQ2CM User Manual 3.1.0

SEND TO CONTENT MANAGER (CM)

The connector allows you to place a Send to CM action within your Project.
From this Send to CM Action you can complete the following sections:

CREATE ELECTRONIC DOCUMENT IN CM

Once a document is generated with SmartIQ you can have this document automatically registered into Content Manager via the Send to CM Action.

With the connector, new fields are available for mapping. These include Alternative Container, Client, and a Blank Record field.

CREATE BLANK RECORDS IN CM

Where the term Blank Record is referred to this was designed with the idea of being able to create a Folder (or Container) when registering a document. Effectively giving you the ability to make a record in Content Manager that isn't an electronic document such as a folder/container or other record type you may choose to contain your generated documents in.

A reason you may be required to use a Blank Record is when generating a document through SmartIQ, you want to save to a specific folder within Content Manager that wasn't yet created. There is no requirement to create the folder first making it a two-step process.

UPDATE EXISTING RECORD METADATA IN CM

The connector will allow you to update the metadata (properties) of any record already existing in Content Manager.

UPDATE ELECTRONIC DOCUMENTS FOR EXISTING RECORDS IN CM

The connector will provide you with the ability to update an existing document in Content Manager. The update can be done by creating a new revision or by replacing the existing document.

CONTENT MANAGER/RM/TRIM

In version 9.0 Records Manager was renamed to Content Manager. HPE has also been acquired by Micro Focus. Please take this into consideration when referenced throughout the document as some references may still refer to HPERM or CM when running different versions. All settings still apply.

SETTING UP THE SEND TO CM ACTION

The following instructions outline how to utilise the Send to Trim Action within the SmartIQ Design application.

ADDING SEND TO CM ACTION TO PROJECTS

1. Browse to the Manage page and select the Design Button in the top right corner of the window
   

2. Open a Project or a New Project with your SmartIQ Design Application
   

3. Select the Actions menu in the right pane of the Design interface to access your list of actions
   

4. Select and drag the Send to CM action into
   

5. Once added, the Action will appear under the Finish section, onto a Workflow Transition, or into a Run Action Button
   

ADDING ACTION ATTRIBUTES

1. Click on the Send to CM action to view the Action Properties pane
   

2. To start adding Inputs, click on the action input drop-down menu and select the required Content Manager input
   

3. Select the Input and define what answer Type you want to it be set to, to obtain the required information from the project
   

4. In this example, a Text Value will be used and set statically to 3463
   

5. Click on the Add button to add the Attribute to the list
   

The result of which would look like the below

6. The following table provides an explanation on each Action Attribute that can be used

ADDING THE RECORD NUMBER TO A DOCUMENT

To insert the Record Number into the body of the Document created by SmartIQ:

1. Open the Document template in Design view
2. Place the following tag anywhere in the document where the Record Number is to be inserted
   {{rm_record_number}}
3. Save and close the template document

USING THE CONVERT TO PDF ACTION INPUT

In order to insert the Record Number into PDF Documents you will need to ensure the following:

1. The outputted document from SmartIQ is not in PDF format (Example: Output as a Word Document)
2. The ConvertToPDF is set to true
   This is because the connector needs to receive the document in an editable format before converting it to PDF
   If you supply the outputting document as a PDF, it will only create the metadata and you will receive a failed notification in Management.

ADDING THE RECORD NUMBER OR URI TO AN ACTION

The Record Number or URI of a Document can be returned within another Action in the same Project.
For example, to display the Record Number on the last page of the generation process, follow the steps below:

1. Add the Display Message action
   

2. In the Properties Pane of the Display Message Action, under Attribute select Message, then click on the arrow on the right of the Fixed Value box
   

3. In the Question Set, expand the Send to CM to show the Action outputs, then click on Record Number
   

4. You should see the [Action Name.Record Number] inserted into the Text Value field.
   

5. Click on Add, then save the Project

The same steps can be followed to return the URI within an action.