Question

Forms Licensing

Forms

Updated June 8, 2023

asked on November 5, 2013

I am looking for additional information on Forms licensing, specifically as it relates to the Forms Portal. I have a customer that would like to add the Forms product to their existing system. The issue is that after a Form is submitted by a Public User there will be an additional Public User (non-Laserfiche User) that needs to add more information before it is technically submitted to a Laserfiche User. From the customers standpoint it is not logical to have the second user as a Laserfiche User because they would have no other reason to log-in or access Laserfiche and they would have no reason to view the Form again. Also from a budget standpoint this would add approximately 100 to 200 users to the system.

Is there any way to configure the above scenario or would all Users (except the first Public submission) have to be Laserfiche Users.

1 0

Answer

APPROVED ANSWER

replied on January 9, 2014 • Show version history

It's an additional licensed component. It uses the same base installation package but there will be a separate activation key you would use when activating if you have licensed the Add-on.

0 0

Replies

replied on December 24, 2013

Forms 9.1 introduces a new user type to handle this case, the authenticated participant. This user takes a new authenticated participant license from the server, not a named user license.

The authenticated participant user can

Log in to Forms
Start processes
Participate in processes (perform user tasks, etc.)
View reports
View their instance history

The authenticated participant user cannot

Create or administer processes
Access the Laserfiche Repository

This user type is a great option for cases where public users need authenticated access to Laserfiche Forms, but don't need access to Laserfiche. You can allocate participant licenses to your Forms Server during installation or from the Rio License Manager. After that, you can create and manage participant users from the System Security page in Forms.

5 0

replied on June 8, 2023

We are setting up user accounts through AD and we have RIO. Are you stating that we can give a user a Participant License and they will be able to view reports but not create processes?

I just want to clarify as we are being told in 2023 this is not possible.

0 0

replied on November 6, 2013

Keep an eye out for new information regarding Forms 9.1! We're going to be introducing a new licensing model that will allow Public users to sign into Forms using login credentials that only provides them access to participate in Business Processes. These credentials will not allow them to sign in to the clients or any other components of Laserfiche.

It sounds like this will fit your situation perfectly! You can have a public user submit the initial information and then have an "authenticated participant" log into Forms to fill out the subsequent information.

Keep in mind that this functionality has not been finalized, so make sure to check out the documentation that's released for Forms 9.1 for the exact details.

3 0

replied on December 5, 2013

Hi Rob,

Thanks for the useful information. Is there a more specific release date for Forms 9.1 other than Q4?

Thanks,

0 0

replied on December 5, 2013

We're very close to releasing Laserfiche 9.1, including Forms. Currently it looks like it will happen around Dec 16.

1 0

replied on December 24, 2013

Question. With Forms 9.0, we were able to send the Forms link to people outside of our system to access the form. They did not need a user name or password. We have since upgraded to 9.1, and none of the links work (ie. they have to log in). Any insight would be most appreciated.

0 0

replied on December 24, 2013

It sounds like an issue with the settings on the Access Rights page for these processes. Each process should be set to "Public" in order for public users to access them without logging in. I'd check there and I'd check the Publish page to make sure that these processes are published.

1 0

replied on December 24, 2013

Hi Eric,

In the Access Rights page, there doesn't seem to be a place to set it to "Public". Here is what I see

Capture.PNG (20.73 KB)

| Download

0 0

View 1 previous reply

replied on December 24, 2013

Hi Doug,

1. Which browser you use to access this page?

2. Can you try Ctrl + F5 to reload this page?

See the correct display in attachment.

Access Right.PNG (16.45 KB)

| Download

0 0

replied on December 26, 2013

Do you have the Public Portal Add-on for Forms? What you're seeing is what users without the add-on see.

0 0

replied on January 9, 2014

If you don't have the Public Portal Add-on for forms, how do you go about getting it?

0 0

APPROVED ANSWER

replied on January 9, 2014 • Show version history

It's an additional licensed component. It uses the same base installation package but there will be a separate activation key you would use when activating if you have licensed the Add-on.

0 0

replied on December 28, 2013

Hi Eric/Abby,

We were able to see the Public/Restricted portion when we were using LF9. Is the Public Portal Add-On a new feature in 9.1?

0 0

replied on January 2, 2014

No, the add-on was available with Forms 9.0.

0 0

replied on January 2, 2014

Doug, there was actually some changes here that might be impacting you. Previously there was only one Forms activation key per instance, but we wanted to make regular (non-portal) forms instance unlimited. But portal shouldn't be. So if you look at your activation keys in the support site, you should have both a 'standard' forms key (that you can use for any forms installation that you don't need portal for), as well as a specific 1 activation key for the portal instance. Make sure you are using the portal key - it's exactly the same, it just has the features to enable public portal.

2 0

You are not allowed to follow up in this post.

Question

Question

Forms Licensing

Answer

Replies

Sign in to reply to this post.