Question

User on the fly / assigning tasks

Forms

Updated November 7, 2013

asked on November 5, 2013

#1 - What would be the best method to create a forms user on the fly using a form? For example: Peter Pan is the customer. John Doe is the Bank employee. John open a form, creates an account with username and password for a potential customer which is also a potential Forms user.

#2 - How do automatically assign a unique users to a specific forms instance? In this case Jon started a new form. Completes some of it but assigns it the the Peter to finish the form. Every-time Johns start a new form, it's always completed by a different user.

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replied on November 5, 2013 • Show version history

1) It may be something that you can do using Javascript, but that's not something we'd be able to help with. As far as I know, we don't support any method of creating a Forms user on the fly directly from a form. Keep in mind that users don't need login credentials to access forms with the Forms Portal add-on, but of course, they won't be able to jump in a business process once its already in progress.

2) In the example you describe above, if Jon needs to fill out half of a form and then Peter needs to finish the form, you can simply have Jon fill out the info that he needs to, then have him submit the form and let the Business Process route the Form to the next user. If you want the routing to be dynamic, you could have a drop-down field with a few names of who could potentially be needed after Jon. The business process could have as many outflow paths as needed to accommodate your needs!

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replied on November 5, 2013

In regards to Number 2, you can use a dropdown that's filled from a DB table that will allow you to select different clients. The lookup could then populate a field (that you can hide if you want) that will fill with the information useful to routing the next task to that user.

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replied on November 6, 2013

We have had the same issue on two projects. However the way we worked around it was by putting in place a simple web page with a user name and password. The user fills in a Laserfiche form which runs a workflow, whcih creates a user name and password for the web front end and emails it to the customer. When the customer logs in they only see a list of forms that are relevant to them and are prepopulated from another backend DB.

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replied on November 6, 2013

So were you using LF Forms Portal for this functionality?

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replied on November 7, 2013

Hi Kenneth,

Yes we were using the LF Forms Portal but a very basic and I mean very basic front end screen.

If you would like to have a look at it please just send me a mail. peter@paperdock.com

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replied on November 7, 2013

That's a nice offer but unnecessary. I think the idea of how you implemented it is a great way to add functionality by taking advantage of the public nature of a Forms Portal License and the published forms URL. I would have done the same in that situation and have considered it many times

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User on the fly / assigning tasks

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