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Question

Using forms to collect payment

Updated March 15, 2018
asked on March 14, 2018

Hello.  I am trying to use forms to cover our public records request process.  At some stage, the reviewer of the request, a forms user, will indicate if payment is required.  At that point I somehow have to get payment collected from a non-forms user, or anonymous user.  We have braintree and payments enabled, but i am unable to assign a user task to a non-user.  Basically I am looking for a way to simply collect payment at a step midway through a forms process from a person who has zero access to a laserfiche forms inbox.  Any ideas are much appreciated!

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SELECTED ANSWER
replied on March 14, 2018

One idea would be to take the information from the initial forms process, pass it to workflow, have workflow populate a database table with a unique identifier, and then send an email to the user that points to a second Forms process that is available to the public. The link would pass the unique identifier and perform a lookup to populate the rest of the form information, including the amount due. They could then make the payment and submit it.

If your initial forms process has steps after the user makes the payment, the second forms process could notify workflow, which in turn could communicate back to the original Forms process.

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replied on March 14, 2018

Thanks for the reply!  I'm guessing you mean to have the email notification task contain the process/published link of a separate form that is retrieving data and getting the anonymous user to pay.  That is a great idea, although a bit more complicated than I was hoping.  It would also mean that my reporting functions used for accounting would have to collect extra sets of data.  Am I correct that there is no way, without starting a new form, to have an anonymous user assigned a task, with or without payment?

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replied on March 15, 2018

Hi John-Paul, yes, at this time a none authenticated user can only access a starting form. I have heard Laserfiche speak about finding a  way to do this mid stream but this is currently not an available functionality. The way that Blake has defined starting a new form is a workaround.

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replied on March 15, 2018

Thanks for all the help guys!

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