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Integrate a "Request an Article" workflow


This article illustrates how to integrate a request workflow so your customers can provide additional feedback on current articles or request a new article anywhere on your MindTouch site. After completing the steps in this article you will have a "Request an Article" form that is live on your site. Though these steps can be completed by just copying and pasting all the provided code, to modify the form you need to have some experience with HTML and CSS.
 

How to create a "Request an Article" workflow


Step 1: Import the workflow file 

Begin by importing the Request an Article file in the section of the page where you want to include the form by selecting Page Options > Import here.

import.jpg

You should now see the following page imported into your MindTouch site:

form.png

Step 2: Access the control panel

Now you will need to setup the integration portion of the form by going to Site Tools > Control Panel.

controlpanel.png

From there select Integrations under the System Settings section. 

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Step 3: Fill out your form

Now expand the section Request Article Button Behavior under of the Workflow Configuration. Enter the following:

  • Button Destination. This is the URL of the location that you wish the user to be redirected to upon successful completion of the form. (This can be your home page or a custom page such as a thank you page.)
  • Send Email. This box MUST be checked for the form to send an email.
  • Email Recipients: You can send the data from the form to one or many users by enter the emails separated by a comma.
  • Subject: This is the subject of the email the email recipients will receive. This field can contain data from the form by including the name of the input field with double curly braces. Example:
Article Creation Request: {{SUBJECT}}
  • Email Body: This is the body of the email. Enter the follow code, and modify as desired:
<html>     
<body>         
<b>Article Creation Subject:</b> {{SUBJECT}} <br/><br/>  
<b>Article URL:</b> {{URL}} <br/><br/>       
<b>Category:</b> {{ISSUE}} <br/><br/>                 
<hr/>         
<b>Submitted By:</b> {{NAME}} ({{EMAIL}}) <br/><br/>         
<b>Description:</b> {{DESCRIPTION}} <br/><br/>
</body>
</html>
  • Email Plain Text Body: This would be the body of the email but it does not allow for HTML elements.

Step 4: Test your form

Now test your form by filling out all the required information.

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The user with the email address you entered should receive the following email:

Screen_Shot_2015-01-05_at_3.32.50_PM.png