GlobalCapture can collect GlobalForms submissions with an Import node, turn each one into a PDF using a mapping, and process it in a workflow. This is an alternative to the GlobalCapture Workflow form action.
Which approach to use
|
|
GlobalCapture Workflow action |
Import node |
|---|---|---|
|
How submissions reach GlobalCapture |
GlobalForms sends each submission as soon as it is submitted |
GlobalCapture collects new submissions on its schedule |
|
The document |
Uploaded files and/or the PDF snapshot of the form |
A PDF you design, with submission data placed onto it by a mapping |
|
Edits after submission |
Update the existing process |
Not sent automatically |
|
Validation from GlobalForms |
Yes, from the submission's GlobalCapture panel |
No |
|
Set up in |
The form's Form Actions tab |
GlobalCapture Designer and the PDF Designer |
Use the import node when you need submissions laid out on an existing PDF document, such as an official form. See GlobalCapture Workflow Action for the other approach.
Steps
-
Map the form to a PDF. See Mapping a Form.
-
Build the workflow with an Import node that reads from GlobalForms. See Process and Release Submissions.