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Todd Ruhl

Todd Ruhl

Adobe

Table of Contents

  1. Introduction
  2. Installing PGi components for LiveCycle ES
  3. Opening the Mortgage Loan process
  4. Retrieving the phone number from the submitted form
  5. Adding SMS notification to the process
  6. Testing the updated LiveCycle ES process
Created:
8 September 2009
User Level:
Intermediate
Products:
LiveCycle

Adding SMS, fax, e-mail, and voice notifications to LiveCycle ES processes

Many business processes can be made more intuitive and engaging (and ultimately easier to use) by including SMS, fax, voice, and other notifications to their participants throughout the process. Regardless of the nature of the business process, making it more engaging can lead to reduced user abandonment of applications, fewer support calls, more repeat business, and higher overall satisfaction for process participants. Very simply, people just feel better about the organization they are working with when they receive consistent and expected updates about the status of an important process in which they are engaged.

A classic example is applying for a loan. Like many people, I've bought and refinanced property a few times, and I’ve always appreciated lenders that kept me informed about where I was in the overall process. For example, some lenders notified me when they received my application, preapproved the loan, performed the appraisal, completed the title work, issued the final approval, and scheduled the closing date.

To help you build communications-enabled business processes, Premiere Global Services (PGi), an Adobe partner, has released a set of components that make it very easy to add electronic notifications to Adobe LiveCycle ES (Enterprise Suite) applications. The PGi components for LiveCycle ES provide interfaces that you can use to add SMS, fax, e-mail, and voice communications to your processes. The PGi components function by interfacing with the Premiere Global Communications Operating System (PGiCOS), a SaaS-based platform supporting various types of business-critical communications.

In this article, I’ll walk you through the steps of adding a PGi communication service to a LiveCycle ES process. You’ll start by opening the Mortgage Loan sample application included with LiveCycle ES, which you may already be familiar with. Then, you’ll extend it by adding an SMS notification to the loan applicant at the end. When you’re finished, you should have the knowledge and tools needed to include any of the PGi notification services in your LiveCycle ES processes.

Requirements

In order to make the most of this article, you need the following software:

LiveCycle ES and LiveCycle Workbench ES

PGi’s Adobe LiveCycle Components

Prerequisite knowledge

This article assumes you have basic knowledge of LiveCycle ES and some experience developing processes in LiveCycle Workbench ES.

Creative Commons License
This work is licensed under a Creative Commons Attribution-Noncommercial 3.0 Unported License.

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About the author

Todd Ruhl is a Solutions Architect within the Adobe Systems Business Productivity Business Unit. He has played a key technical role in developing joint solutions integrating Adobe LiveCycle ES with key ISV partner products. Mr. Ruhl has over twenty years of experience as a business and information technology professional.