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Question

Capture User name Information Forms Portal

asked on January 27, 2015 Show version history

Hello,

We have a customer that has the Forms Portal and would like to use it internally.  They have 500+employees or so that could benefit from submitting forms throughout their organization.  When the user logs into the form, we need to capture their user name information for database look-ups.  The Current_user token only gives us the ability to capture the user name when the form is set to Restricted and someone logs in.  If it's set to public, the Current_user token just sets the field to Anonymous.  

Is there any way to capture who is logged into the form with the Public setting?  The customer has another product that they currently use that does so, and it is very important to them to get this information for the the forms they are using.  They want to move all of their forms into LF Forms from the other product, but this is restricting them from doing so.  The way licensing is set up, all of these users have to be named users to capture their user name on the form.  Their current product costs about a tenth of Laserfiche and does this for them.    

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SELECTED ANSWER
replied on January 27, 2015 Show version history

The problem is that technical as far as Forms is concerned, the user accessing the public form is not logged in, so it does not know their username. That's why it shows anonymous. You do not have to have named users, you can use participant users.

One option without having to purchase additional software would be to have the user enter in their email address and do a database lookup that would pull in the users name and other information. You could also integrate with an Intranet site. We currently use this option. They authenticate to the Intranet using Active Directory credentials. We then embed the form into an intranet page and pass the user parameters to forms.

I hope that helps give you some ideas on how to approach it.

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Replies

replied on January 29, 2015

I'd like to follow up with an update.  We had our internal developers take a look at what features were needed.  We believe we are able to accomplish what we are looking for with some custom JavaScript.  It would pull in the username as a token that would auto populate on the form.  Thanks!

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replied on January 29, 2015

One thing we do with ours is make certain fields read-only so we know the person filling out the form was logged in as that person and they cannot change it. Just something to keep in mind.

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replied on January 27, 2015 Show version history

Thanks Blake!  The Intranet route seems like a workaround that may work.  How did you pass these variables from the Intranet to forms?    

 

It really seems like this should be built into the product.  Lots of our customers use the portals for internal use only so it should have this flexibility natively.  

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replied on January 27, 2015

Each intranet will be a little different depending on what framework you are using for it. We are using Joomla for ours and we just installed a plugin that allowed us to access the user variables from Joomla so we could pass them to Forms. In the Forms help documentation it gives details of how it works as well.

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