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Embeded Form in Web Access Custom Tab

Forms Web Client Version 10
Updated August 1, 2017
posted on January 26, 2017 • Show version history

Hello,

I've started to experiment with a "Forms" Custom Tab in Web Access, and I'm wondering if anyone has experience with this or thoughts on the matter.

Using the instructions in https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-US/administration/#../Subsystems/Forms/Content/Forms/Embedding-A-Form-In-An-Existing-Page.htm?Highlight=embed, I've gotten a basic proof-of-concept working by inserting the forms-embed code in a "wrapper" HTML file, which I then point to in the Custom Tab Website URL.

Passing parameters to Forms fields is possible both by accessing parent elements, i.e. Web Access Browse.aspx, directly from the embed js in the "wrapper" file, as well as by passing tokens via the Custom Tab Website URL, then parsing the substring value(s). I've only just begun testing, but by leveraging Forms lookup and field rules, it seems like it will be possible to create a really interactive and flexible platform for doing all sorts of things.

Does this seem like a reasonable way to go about this (I could not find much reference material on custom tabs in general)? Is there a better or more native way to embed Forms in Web Access? Given the method I'm using, are there any obvious pitfalls that I'm not seeing? More specifically, is it possible to pass authentication from Web Access to Forms, so the user does not need to login separately.

Any other thoughts or comments are appreciated.

Thanks!

Jesse

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replied on August 1, 2017

Based on our experience, there may be one problem even with LFDS STS setup. The users will initially successfully authenticate to Forms in the iframe, but if the user is only active in Web Access (which will keep the Web Access session alive) but inactive in Forms (so the Forms session will time out), after a while, the user will see a login screen in the custom tab because the Forms session has timed out and the activity in WA doesn't necessarily renew or extend the Forms session. 

One work around is to make the embeded form a "public" form, which requires no authentication. But it is only if the the business requirements allow the data/business process to be anonymously accessible, and also it requires a Forms portal license. 

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replied on January 27, 2017

Hey, Jesse,

 

Great questions. Currently, the Custom Tabs functionality is the most native way to integrate the two products (there isn't a formal integration like we have with the Discussions tab).

 

To pass in credentials automatically, you can take advantage of Laserfiche Directory Service (LFDS). If you login to the web client using LFDS, when you navigate to your Forms custom tab, it will automatically pass in your session's credentials to Forms.

All you need to do is:

  • Turn LFDS on in the web client's Configuration page.

     
  • Use LFDS authentication on your forms server

     
  • Be sure to use the same fully qualified domain name of your LFDS server in each configuration
  • This will only work if your Forms server is licensed by the same LFDS as your web client

 

If there's anything unreasonable or clunky about the current setup, let us know your thoughts!

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