Creating a Public-Facing Form and Guest Users

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In Integrify, 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 into the Portal	No	Yes	Yes	Yes
Get Assigned Tasks	No	Yes	Yes	Yes
Edit a Request	No	Yes	Yes	Yes
See the Standard Integrify 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, Categories	No	No	No	Yes
View/Create/Edit Reports and Dashboards	No	No	No	Yes
Manage System Settings	No	No	No	Yes

Note: Admins can limit Integrify User access to the above functions.

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Everyday use cases involve collecting information from a larger public audience.

• A company collecting information from customers
• A city collecting information from citizens
• A university collecting information from students.

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Setting Up a Public-Facing Form

1. Set the system setting “Allow Guest” to “yes.”
   
   

2. 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 Set Roles and Permissions 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 the process using the Guest Account (Requires "Run" permissions for the Guest User Account)." This is the link to share publicly. 

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Note: The default landing page cannot be customized after the user submits the guest form.

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