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Table of Contents

Problem Statement

English

In this article, we will walkthrough the thought process of designing a solution for the following business use case:-

  1. The visitor would request a demo by submitting a form in the Joget app.
  2. Upon submission of the form, fields will be validated to make sure that all mandatory fields are filled up.
  3. Upon successful validation of data, the form data will be shared with an external system (i.e. CRM software) for further processing through the use of plugins (i.e. JSON API Tool) or Bean Shell code. More on this later on.

  4. The main objective is to ensure the successful delivery of data with the external system.

This is an example of what the form would look like.


Figure 1

The only external factor that may be outside of the Joget platform's control would be the external integration with the CRM software. We will walkthrough a few scenarios on how best to design for this business use case with  UI/UX kept in mind.

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