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Question

Question

Cloud Forms - Username of a signed in user not displayed when form set to public?

asked on June 14, 2023

Hi All,

We're trying to create a form in Laserfiche Cloud which will be available for both participant users and public (anonymous) users to submit. For public users the form is quite long as there is more information that needs to be captured, but ideally for signed in users we'd like to:

  1. Pre-fill some of the fields from their account information (e.g. Name, Email)
  2. Hide some of the fields which are not relevant/don't need to be captured if the user has an account

In the on-premise version of Forms this is quite easy. You can have a read-only single line field with a default value "Current User > Username". When the form loads this either displays "Anonymous User" for someone who is not signed in or the person's username if they are signed in. Based on this you can then hide fields using field rules, as below:

However if you try the same in cloud and set the process to "Public" the username field always shows "Portal" regardless of whether the user is signed in or not.

Is this intended behaviour? And if so is there another way we can achieve the above?

Many thanks,

Dan

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Replies

replied on October 10, 2023

Does anyone have any suggestions on how we could replicate the on premise functionality above please?

Cheers!

Dan

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replied on April 2

Bump.

 

Anyone come up with a solution?

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