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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. 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 also to have the ability to add documents within this view to ensure a seamless and efficient workflow.
The link can be as follows:
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[domain]/tim/client/#/external/task/[TASK_ID]/smartform Allowing external users to access only form data such as |
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[domain]/tim/client/#/external/task/[TASK_ID]/smartform?documents=true Allowing external users to access form data + documents section to allow them to upload documents on their task |
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SYS.BASELINK) and SYS.TASK_ID NAME can be taken from system variables. |
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For the German version please make sure to set the tenant language to DE for receiving the text mail in German. |
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After uploading tim.properties inside the resources folder using the adequate privileges. Then when you assign task “Fill Employee Information“ to the actor “Designer”
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The email containing the text “You got assigned to the task” is created successfully.
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After removing “documents=true” text from tim.properties and uploading tim.properties inside the resources folder using the adequate privileges. Then when you assign task “Fill Employee Information“ to the actor “Designer”
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The form no longer contains the option to add documents
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Use case: Customizing the form content via the specific node in the workflow.
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