Problem Statement

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

1. Visitor would request for 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 external system (i.e. CRM software) for further processing.

This is an example on how the form would look like.

Figure: Form Submission for Demo

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.