How to get response for a questionaire and store in IDM

ashok-kuppuswamy

Hi Experts, 

We need users to fill response for  questionnaire (10 + Questions which may be ot typically choosing a response from Multiplke choice and Collect a descriptive response for a few) and store it with ERP LN session as a PDF/Word file. How can we leverage Infor OS - IDM to collect response and store 

Request you to advice on possible options.

Thanks and Regards,

Ashok

Brandon Watson

Hello Ashok - I think figuring out the Source system, is the bigger concern. However, if you chose Mongoose, for example. You could build a Custom XML BOD that is triggered, once all questions are answered. This XML could be passed to a script, in a data flow, in which the output is the JSON Request for the IDM Document Output Submit API. The JSON request would need the custom XML and a data XML, for the backend document attribute values, as base64 encoded values. The custom json BOD then could be passed to the API, to a custom Template that you have created. The attribute values could be fed into the document and then a PDF file created. 

This above process is how a number of applications function with IDM Templates and would be the recommended. You would just need to have a source system that can produce an XML bod. You could potentially use a Workflow, with tasks, to accomplish this process.