Show details for Outputs Vs Orders for Iframe Workflows | COREIF_006

Outputs Vs Orders for Iframe Workflows | COREIF_006

This tutorial explains a core iFrame concept: the difference between generating output from a personalization job versus creating an order inside Infigo, and why capturing the Job ID from the editor journey is essential. After your platform opens the embedded editor for a specific customer and product, your integration listens for editor events via the communicator library—especially the “Add to Basket/Cart” event—so you can store the Job ID for later processing. From there, you typically follow one of two approaches: an “output only” flow where you generate print-ready artwork (like a PDF) via the API without placing an Infigo order, or an “order in Infigo” flow where your platform calls the Record Order endpoint to create an Infigo order linked to that Job ID. It also highlights key constraints such as customer linkage (registered customers only, single customer per order) and common order creation requirements (product matching and valid Infigo country/state values), plus where to review results in Admin (Sales Orders and Print Operations).

Tutorial Video Transcript

0:00 In this tutorial we're covering a key iframe fundamental, and this is the difference between generating an output versus creating an order in Infigo, and why your team will be talking about job IDs.
0:13 So this applies whether you're a standard iframe customer managing your own platform and storefront, or a Print IQ iFrame customer, where the storefront is largely handed over.
0:23 The storefront experience may differ, but the embedded experience is the editor workflow still relies on the same core pieces. That's products, customers, and a job ID, which is captured from the editor journey.
0:36 so here's the simplest way to think about it. Your integration requests a link to load the editor in an iframe for a specific customer and a specific product.
0:46 That link automatically authenticates the user and is only valid for a short period. the product ID. When the user completes personalization in the embedded editor, your integration listens for events using the communicator library.
1:06 One of the most important moments is the add to basket or add to cart click event. When that event occurs, you must capture the job ID included in the event data because it's required later to make sure correct output is generated and or the correct job is attached to the order.
1:24 Now once you have the job ID there are two common paths that you'll see described in the iframe documentation you'll see once you've completed this series.
1:32 Path A is output only. In this approach you avoid creating an order in Infigo and instead create output or artwork directly via the API.
1:42 This is useful when your own platform handles checkout and order management. and you simply need a PDF or print-ready artwork generated from the job without placing an order in Infigo.
1:55 Path B is the is to actually create the order within your Infigo system itself. In this approach your e-commerce platform still owns the customer facing basket, cart and checkout but when the customer places an order your system calls the record order endpoint in Infigo.
2:13 That creates the order inside Infigo linked to the job ID you captured from the editor journey. Now related to this there are a couple of high level constraints that are worth being aware of.
2:27 First, order compatibility depends on customer linkage. In Infigo, only registered customers, not guests, can place orders. And an order can only contain jobs associated with a single customer ID.
2:42 So your integration needs to keep customer references consistent across the session. Second, there are common order creation constraints. Your external product must match the Infigo product.
2:55 And shipping addresses must use countries and states that exist in Infigo. otherwise record order can fail. So finally, where does the Infigo admin come into all of this?
3:06 If your workflow creates orders inside Infigo itself, you'll manage and review them in the normal admin areas inside the system.
3:14 One of these is sales orders. This is more associated with your sales personnel and they can see and amend individual orders.
3:26 And then we also have the shared print operations area. And this is for the job level, and this is for the job level operational view.
3:32 We'll cover those screens and the day-to-day workflow in the next tutorial.

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Guide

1. Introduction to iFrame Fundamentals 0:00

  • Overview of the tutorial's focus on the difference between generating output and creating an order in Infigo.

  • Importance of job IDs in the process.

 

2. Applicability of the Tutorial 0:13

  • Relevant for both standard iFrame customers and Print IQ iFrame customers.

  • Explanation of the common core pieces: products, customers, and job ID.

 

3. Loading the Editor in iFrame 0:36

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  • Integration requests a link to load the editor for a specific customer and product.

  • Link automatically authenticates the user and is time-sensitive.

 

4. Capturing the Job ID 0:46

  • Importance of capturing the job ID during the add to basket/cart event.

  • Job ID is essential for generating correct output and linking to orders.

 

5. Two Common Paths in iFrame Documentation 1:24

  • Path A: Output Only

    • Avoids creating an order in Infigo.

    • Generates output/artwork directly via API.

    • Useful when managing checkout and order on your own platform.

  • Path B: Create Order in Infigo

    • E-commerce platform manages customer-facing checkout.

    • Calls record order endpoint in Infigo to create an order linked to the job ID.

 

6. High-Level Constraints to Consider 2:27

  • Order Compatibility

    • Only registered customers can place orders in Infigo.

    • Orders must be linked to a single customer ID.

  • Common Order Creation Constraints

    • External product must match Infigo product.

    • Shipping addresses must correspond to existing countries/states in Infigo.

 

7. Role of Infigo Admin 3:06

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  • Managing and reviewing orders in Infigo admin areas.

  • Sales Orders

    • For sales personnel to see and amend individual orders.

  • Shared Print Operations Area

    • Provides a job-level operational view.

Link to Loom

https://loom.com/share/004155c24eb44e5493e197222874144a

Alternate Search Terms

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