Lead from Adobe Interactive form

[Former Member]

Hello gurus,

I am trying to create a Lead out of Adobe IF, i could able to create a web service with Attribute,

and then i tried creating a document template here when i click on start designer i get a adobe creation

screen,but i am faining here i do not know how to match up the Attributes used in the web service

to the various fields in the adobe form,

and i also wanted to know that in the document creation screen we have two downwload icons one for

download etc what is the purpose of these icons here.

is there any document available to create su, I request you guys please share any information

in creating Lead from Adobe IF,

Regards

chandu

[robert_kunstelj]

To connect web service and document template you have to do the following steps...

1. Download the schema to your hard disk.

2. Start Adobe LiveCycle Designer.

3. In LiveCycle Designer you create a new form.

4. This will be now used as template with data connections.

5. The data connection can be used to create lead in crm.

6. To create a new data connection, go to File>New Data Connection. Choose XML Schema, give a name to the connection, and click on Next. Then provide the path of the schema you just downloaded from the CRM system and click on Finish.

7. The new data connection appears in the left window of LiveCycle Designer. This one is used to map form fields with your xml schema. Now you can start to design your form by dragging and dropping the necessary attributes from the Data Connection structure to the Adobe pages.

8. To create a new data connection, go to File>New Data Connection. Choose WSDL File. Provide the path of the stored WSDL file of your service. Choose the right service operation - in your case create operation to create lead in the CRM.

9. In this part of the form you drag and drop the fields from the new data connection of the create service operation to the fields of the form that youu2019ll use to create the lead. LiveCycle Designer indicates the connections with small arrow icons.

10 .In some cases the CRM system needs additional input data to create the respective transaction - lead (e.g. transaction type). You can avoid this by assigning the values in the Web service tool as a default value or assign the requested value as a default to it in form. To provide a default value go to the Value tab under the Object settings.

11. Finally you have to drag and drop the Execute button located at the end of the service structure (create service) to the form. This button is required to trigger the creation of the lead in crm.

Hope this helps and I didn't miss anything. Unfortunatly I'm going tommorow on vacation for 2 weeks so I won't be able to give you further inscructions till then.

[Former Member]

Hello Robert,

sorry i was in different project altoghether so could not continue to work in the Adobe interactive forms,

your answer is really helpful.

but i have one question, i have created a webservice and i wanted to use that in document template,

while creating a document template in CRM Web UI with the Bus object Bus2000108 when i enter web service which is earlier created by me i am getting an error message as "Please enter a valid service definition name", my created web service is also not available in the

F4 help too.

the web service which i have created is productive.

my webservice has object business transaction in it.

how to make my webservice available while creating a document template is my question.

Thanks again for your ealier response.

Regards

chandu

[Former Member]

Hello Robert,

sorry i was in different project altoghether so could not continue to work in the Adobe interactive forms,

your answer is really helpful.

but i have one question, i have created a webservice and i wanted to use that in document template,

while creating a document template in CRM Web UI with the Bus object Bus2000108 when i enter web service which is earlier created by me i am getting an error message as "Please enter a valid service definition name", my created web service is also not available in the

F4 help too.

the web service which i have created is productive.

my webservice has object business transaction in it.

how to make my webservice available while creating a document template is my question.

Thanks again for your ealier response.

Regards

chandu