Question

Using ODBC to populate form data, using anonymous Form Portal

Forms Workflow

Updated October 22, 2015

asked on May 5, 2015

My client's use case:

Anonymous user completes a form and submits same. A need arises to modify the form.

Question:

Can workflow be used to send a link to that user (assuming e-mail was entered in the form), with a link to the original form, for editing and re-submission?

Please advise best solution for this issue. Many programs that deal with public users or business partner users that are not LF users, who have the need to edit and resubmit previously submitted forms.

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Replies

replied on May 5, 2015

The only way to support this currently is to store the data from the form in a database table. When/if the form needs to be sent back to the anonymous user, you would kick off the workflow from Forms. The workflow would enter the information into the database table and then it could send a link to the anonymous user by capturing their email address on the form itself and passing that to workflow.

You could also assign a specific code of some kind to secure the form even more. I personally would probably pass a variable in the link that workflow sends out so that it populates a hidden field on the form before it does the database lookup to pull back the information.

I know this is a heavily requested feature and the Forms team is looking into it, but no word yet if an easier way will be supported in a future version.

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replied on May 7, 2015

What Blake described will achieve what you want but there is the major issue regarding security with this option.

Currently, the only (non scripting) option is to have authenticated users (either full named or participant) to ensure the security, which is not ideal with your situation. Another suggestion, when the user submits the form, they could save a copy of their submission (option is available when they submit the form) so that they can refer back to it.

If you provide us with the exact use case (what's the process, why it's needed), the Forms team can have a better understanding of what you are trying to achieve.

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replied on October 22, 2015

We are installing Forms Portal for our customer's employment applications. You may have instances where you can't complete the form all in one sitting. You would hate to have to re-enter the same information. How can this be handled?

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Using ODBC to populate form data, using anonymous Form Portal

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