WorkZone actions

The table below lists the actions that the Interact connector service workflow can perform in WorkZone based on data that is retrieved from Interact forms. The Interact connector service workflow supports:

Creating new cases
Updating existing cases

In both scenarios, information from the Interact form is inserted into the corresponding fields on the case. If documents are attached to the Interact form, they are added to the case. In addition, two documents are always added to the case:

A PDF document—A user-friendly representation of what the user submitted through the Interact form.
An XML document—This is the corresponding technical document, which contains the same content and additional meta data about the submitted data.

The PDF and XML documents have the document type DOK, Document and the document state ARK, Archive.

The table below provides an overview of the actions that the Interact connector service workflow supports.

Action	What happens?
Insert data from fields	Data from the Interact form is inserted into the corresponding fields on the case, attached documents, and to new contacts that are added. This action applies to both standard and custom fields on cases, but only standard fields are supported on documents and contacts.
Add documents	Documents that are attached to the Interact form are added to the case. The documents are created with the document title that the user has specified in the form. The title will be applied to all attached documents. If the title is not specified, the file names of the attached documents will be used as document titles.
Add a new contact	If the contact does not exist in WorkZone, a new contact is created and assigned as a party on the case. The contact is created based on the type that the user has specified in the Interact form, for example persons with CPR or companies with CVR.
Add a contact as a party on a case	If a contact already exists in WorkZone, the contact is added as a party on the case. Existing contacts are identified on the basis of the NameCode and NameType fields. This means that these fields must be mandatory in the Interact form. Note: In this release, parties cannot be removed from the case.
Update an existing case	If a user submits an Interact form that contains a file key (FileKey) that exists in WorkZone, the following happens: If new documents are submitted with the Interact form, they are added to the case. If new contacts are submitted with the Interact form, they are added as new parties on the case. New XML and PDF documents are added. A new Interact reference ID is added on the Information tab on the case in WorkZone Client. The reference ID refers to the a specific submitted dialogue in Interact.

What happens if retrieved data is invalid?

If the data that was retrieved from the Interact form is invalid, no actions will be performed in WorkZone and an error will be returned to WorkZone Interact.

You can check the workflow log to find out why the Interact service workflow failed. See The Workflow log in the WorkZone Installation Guide.

Tip: You can set up a Process monitor service workflow to monitor if processes fail. If an Interact service workflow fails, the process owner will by notified by an email. In this case, the process owner is the user you have specified in the InteractUser parameter when you configured the Interact service workflow. See Process Monitor and Create and configure an Interact connector service workflow