If you’re having issues with forms created in Mosaic not pulling through to Mosaic Portal, please check the following:
Special characters
Ensure that you’re not using any special characters such as colons, asterisks or underscores in the form or step title.
Template category
Ensure that the form template category matches the document category from Mosaic Portal, with the documentation category being case-sensitive. Please see the screenshot below for an example.
Step definition editor
Check that the minimum configuration required is in place in the Step Definition Editor.
Click Tools then Configuration tool.
Go to Workflow steps, then find the form in question.
Click this symbol.
In Step Definition Editor, for anonymous workflow steps the minimum configuration required under basic behaviours is as follows:
Can initiate workflow - must be checked.
Can be initiated without a subject - must be checked.
Can be duplicated - should be checked to allow multiple submissions of the same form to Mosaic.
Step availability
Step needs to be available for Portal and configured under the Portal tab.
Click the External system configuration.
Click the portal tab.
An example of an anonymous form returning incomplete to the agreed worker/virtual worker in Mosaic.
Match Web API
On the Mosaic Portal, in the integration administration screen, the pre-defined Admin User and Anon User must match the configuration in the Web API's screen within Mosaic.
Click Configuration tool, then click Interfaces.
Click Web API Client Registration.
📌 Note: Within the Integration administration screen the Mosaic URI is set to reflect the agreed port that your portal (as shown in the screenshot below) uses to connect to Mosaic. This should not be amended locally to reflect any other URIs.
Next steps
If you've checked all the above and the forms are still not coming through, please raise a new case online and reference the title of this article with the following:
Provide the form name exactly as it appears in both Mosaic and the Mosaic Portal.
Include screenshots of the form in Mosaic when you raise the case.
Make sure the screenshots are similar to those shown in the Template category and Step availability sections.
Share the URLs you're using:
The Mosaic Portal URL
The Mosaic URL