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As an external user of a customer, it is possible to complete tasks and upload documents without being required to log in and access all options in the product. Currently, customers sometimes use the form-only view for their external users, such as their customers or suppliers, to facilitate their participation in workflows. However, the form-only view currently displays only the form and does not include the document upload feature. It is important for external users to also have the ability to add documents within this view to ensure a seamless and efficient workflow.
The user can view the external form of a task by navigating to the copied link of the webform
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The customer also has the option to attach documents to the task.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Attachments | The “Attachments” button on redirects to the attachments page | ||||||
| Upload File | The file can be attached by either dragging and dropping it into the designated area or by selecting the upload option. |
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Comment | The “Comment” field is also utilized for any additonal comments or remarks. | ||||||
| Other | The “Other” field provides users with the flexibility to include additional information or details. | ||||||
| Submit Form | The “Submit Form” button finalizes and submits the form. |
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