In order for your form 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 rekevant fields that you need
In addition to the fields you have built, the form must include the following fields in order 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
2. Edit the names of those required fields in the output email notification as follows:
Settings >> Emails >> Edit icon
Locate the required fields and change the names of the field as follows:
Organization ID = KEY-SYS.ORGID
Unit ID or Asset ID = KEY-SYS.DEVICEID or SITEID (It is mandatory to use at least one of the fields)
Technician Email = KEY-SYS.SUBMIT.EMAIL
Confirmation Email = KEY-SYS.COMFIRM.EMAIL
Form name = KEY-FORM.NAME
3. Save the changes
4. Go back to your form and add any other desired fields
5. Send the form to the technician
6. After the technician fill in the form and submit it, all the information from the form appear in the
Customer Portal. The information can be easily sorted and filtered.
