For your form to integrate with the Galooli solution, the fields in the form should be written down in a specific way which will be detailed in the following steps:
Create a new form in your JotForm platform and add all the relevant fields that you need
In addition to the fields you have built, the form must include the following fields to perform the integration:
Organization ID
Unit ID (gateway id) or Asset ID (internal organization number). It is mandatory to use at least one of the fields
Submit Email
Confirmation Email
Form name
3. In order to integrate with the Galooli solution, you need to add a specific email address to your form.
Follow the next steps:
Settings >> Emails >> Add an email
Select “NOTIFICATION EMAIL” >> RECIPIENTS >> Recipient Email >> add the email o0@galooli-automation.com >> select “Save”
4. Edit the names of the required fields from paragraph 2 in the output email notification as follows:
Settings >> Emails >> Edit icon
Locate the required fields and change the names of the field to the system key names as follows:
Name of the field | Name of the system key | Description |
|---|---|---|
Organization ID | KEY-SYS.ORGID | |
| KEY-SYS.DEVICEID or KEY-SYS.SITEID | |
Technician Email | KEY-SYS.SUBMIT.EMAIL | |
Confirmation Email | KEY-SYS.COMFIRM.EMAIL | |
Form name | KEY-FORM.NAME |
5. Save the changes
6. In order to receive a PDF file with all the information, follow these steps:
Settings >> Emails >> Edit icon
ADVANCED >> PDF Attachment
7. In case you want to use the data update options you must first make sure that the fields that will be in use, do indeed support this feature. To do this, enter the API Marketplace >> select the fields that interest
you >> click on “Forms Gate” and then you will see which fields support the Forms Gate feature and which isn’t.
8. Copy to the relevant fields and edit the names of those required fields in the output email notification as you did in paragraph 3