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Forms can be made externally available via the properties so that instances can be started from by external users. This feature makes it easier to integrate the suppliers or the customers in without user accounts into your Workflows. In order to configure this feature, you need to navigate to the Workflow Repository and open the specific Workflow.
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Select the specific Workflow in the ‘Active workflows’ list
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In order to make changes to a workflow, you need to first copy the published version and then edit it.
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Now you can make the desired changes according to your needs. In the section Webform, three features are available which are Webform start, Topbar show topbar and Documents. - toggle buttons should be enabledenable documents.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Webform | The webform tab offers the toggle buttons for the webform start configuration. | ||||||
| Toggle buttons | The toggle buttons should be enabled for the configuration.
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| Save | Click on ‘save’ button to save the changes that were made by enabling the toggle buttons. | ||||||
| Publish | You need to publish the new version to make your changes available. |
Workflow listWithin the 'Active workflows' list, you can copy the webform link so that it can be shared with externals.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Ellipsis button | Ellipsis button of the workflow opens a dropdown that offers the webform link | ||||||
| Copy Webform Link | The user can view the external form of a task by navigating to the copied link of the webform |
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The form is now accessible via for external users without any authentication or user information by navigating to the copied link of the webform. By pressing the 'Submit form' button, a new process instance will be started.
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Element Control for the Webform Start
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| Info |
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See the page for element control settings: https://tim-doc.atlassian.net/wiki/spaces/eng/pages/227739993/Smartform+Designer#Element-control.1 Form Designer | Element Control |
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Now you can make changes to your external webform view via the element control panel.
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