Activating the module on the environment
1. If your instance is managed by Neit consulting sro - Request for module activation
The first step is to send a request for module activation to the Neit group email address.
After activation, you will receive a company ID and key name. This ID will be used as the content of the token that you sign with your company's private key.
1. If you manage your instance - Creating a key pair
In the environment, generate a private and public key pair using the following command:
openssl req -x509 -newkey rsa:4096 -keyout private.key -out public.crt -sha256 -days 3650 -nodes
The following data is returned:
1. Configuring the TAS server
Add the contents of private.key to the local.js file on the TAS server under secrets section:
secrets: {
Spol2FormsPrivateKey: `-----BEGIN PRIVATE KEY-----
...
-----END PRIVATE KEY-----`,
},Make sure the key name (e.g., FormsPrivateKey ) matches the name used in the jwt.secureSign method call.
2. Provide public certificate - send
Send us your public.crt file to the TAS team who will upload it to the TAS forms database.
The TAS team will create your company ID, which you will receive and use in your scripts.
in the following format: json7dca487d-3da1-48a5-b667-4caa91d817d7 .
2. New company settings
Importing a template
Here you will find a template that you can import into your environment.
Running a template
- In the "Select an action for TAS Forms" task, select "Create a new visual identity and form". Also enter the company ID you received
- In the task "Create a visual identity for TAS Forms", enter your corporate colors that will be visible in the footer on TAS Forms
- In the "Create Form Variables" task, you need to edit the JSON for both the form name and the form content.
- After completing, you will see a link to the newly generated form. If you want to change the form variables or visual identity, you can trigger a change event on your case.
To use forms in your process, continue with the documentation
