Public-facing forms in Nutrient Workflow
In Nutrient Workflow, public form users are limited in functionality.
| Function | Public/Guest user | User | Extended user | Admin |
|---|---|---|---|---|
| Initiate a request/submit forms | Yes | Yes | Yes | Yes |
| Receive email notifications | Yes | Yes | Yes | Yes |
| Provide an approval | No | Yes | Yes | Yes |
| Log in to the portal | No | Yes | Yes | Yes |
| Get assigned tasks | No | Yes | Yes | Yes |
| Edit a request | No | Yes | Yes | Yes |
| See the standard Workflow interface | No | Yes | Yes | Yes |
| View own requests | No | Yes | Yes | Yes |
| Monitor requests | No | No | Yes | Yes |
| Manage requests | No | No | No | Yes |
| Create/edit processes and forms | No | No | No | Yes |
| Create/edit users, groups, and categories | No | No | No | Yes |
| View/create/edit reports and dashboards | No | No | No | Yes |
| Manage system settings | No | No | No | Yes |
Admins can limit user access to the functions above.
Everyday use cases involve collecting information from a larger public audience. Examples include:
-
A company collecting information from customers
-
A city collecting information from citizens
-
A university collecting information from students.
Setting up a public-facing form
-
Under System Settings, set AllowGuest to yes.
-
Set the first form task in the process to be completed by the Requester role.
Add the guest account to the list of allowed users for the process you want public users to use. This will be in the **Role Memberships* menu on the Process Detail page of the process. The role should allow the users in it to have Run permission in **Production** publication status. You should be able to use an existing role.
From the workflow’s Process Detail menu (in the administrative view of the process), open the Links/API Options menu.
Find and copy the link labeled Link to start a Process by SID (version specific) in portal. This is the link to share publicly.
When using guest forms, be sure to hide the save draft button under Configuration > Configure Task > Form Buttons on the form task in the process.
The default landing page cannot be customized after the user submits the guest form.