Welcome > Form Designer module > Form controls > Advanced controls > Customer Communication control > Configure a Customer Communication Control in Compose mode

Configure a Customer Communication Control in Compose mode

See Customer Communication control.

  1. On the Extended Properties page of the Customer Communication control, click the Advanced tab.
  2. For Mode of Operation, click Compose. (Default: Compose)
  3. Consume a CCM Instance.
    All projects available within the selected CCM instance appear on the Project list.
  4. On the Project list, select a CCM project.
  5. To store the pack (zip file) from CCM in TotalAgility, click Yes for Store Pack and consume a String variable to hold the returned Pack ID.
    When composition is complete, this variable holds the ID of the pack created in CCM and stored in TotalAgility.
  6. Optionally, specify the Tracking ID to track the activity in the CCM logs on the CCM server if an error occurs. Consume a global variable, form variable or a form field, or provide an inline value such as JobID or Case Ref.
    Note You can only use Alpha Numeric character for Tracking ID.
  7. For Type, select one of the following template types. The items available are based on the selected CCM project.
    • Click Document Pack Templates. On the Document Pack Template list, select a document pack template.
      Note A document pack template includes one or more templates from a pack in the project. When you select a pack, all the documents within the pack gets displayed. You can select and generate multiple document templates.
    • Click Document Template (Default) . On the Document Template list, select a document template.
    • Click Letterbook. On the Letterbook list, select a letterbook.
      Note A letterbook is a collection of document templates. Letterbook is only supported for CCM Interactive mode and at design time you can assign a letterbook to the CCM Form Control. At runtime, you can select only one document template from the letterbook.
    Details of the selected items such as Template Name, and Output Type are displayed.
  8. On the Output Type list, select the document output type.
    TotalAgility supports the following formats: Word, PDF, PDF Secure and PDF-A Secure.
    Note To review documents, you must have a PDF reader such as Adobe Acrobat Reader installed on your system, along with an add-on for your browser.
  9. In the Distribution group, configure the control to perform distribution.
    1. To allow distributing documents, click Yes for Distribute (default: No).
      Note Distribution is not supported for a cloud deployment of CCM and an error will appear if an unsuitable instance is consumed.

      All documents in the pack are sent to CCM server and CCM server performs the distribution.

    2. Select a Distribution Mechanism from the list.

      • Archive: The CCM server sends the documents to archive storage configured within the CCM server.

      • Email: The CCM server distributes the documents through email.

      • Portal: The CCM server posts the documents to a Web portal so that recipients can view online.

        Note An email with a URL to access the documents, is sent to the user who must logon to a secure portal to view the documents.

      • Print: The CCM server sends the documents to a printer so that they can be printed.

      Note TotalAgility does not support SignDoc for the Customer Communication control.

    CCM uses scripts to perform the distribution. The scripts are custom written and are shared across projects. The only way to pass data into the script is through the concept of Meta-Data. This is a set of key/value pairs.

  10. In the Meta-Data group, configure the metadata:
    1. Enter a Key name (free text).
    2. In the Value box, consume a variable or enter an inline value.
    3. Click Add. The key-value pair appears in the table.
  11. Click Save.