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Description

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

Screenshot 2024-05-17 162100.png

Reference

Attribute

Description

1

Personal Details

The fields should be completed with your personal information, including:
1. First name: Enter your name
2. Last name: Enter your surname
3. Date of birth: Provide your date of birth in the format
4. Email address: Enter a valid email address
5. Job title: Specify your official job title
6. Salary: Indicate your salary
7. First working day: Enter the date of your first working day

2

Work Equipment

The additional fields for work equipment should include the following:
1. Is hardware required?: Specify if any hardware is needed for the job
2. Type of hardware: Detail the specific type of hardware required (e.g. laptop, desktop, peripherals).
3. Organize desk and keys: Arrange the workspace and ensure keys are provided before checking the checkboxes
4. Ordering platform: The hyperlink redirects to the ordering platform
5. instructor for new employee: Assign an instructor or mentor to facilitate the onboarding process.


The customer also has the option to attach documents to the task.

Screenshot 2024-05-17 151226.png

Reference

Attribute

Description

1

Attachments

The “Attachments” button on redirects to the attachments page

2

Upload File

The file can be attached by either dragging and dropping it into the designated area or by selecting the upload option.

Screenshot 2024-05-17 162527.png

Reference

Attribute

Description

3

Comment

The “Comment” field is also utilized for any additonal comments or remarks.

4

Other

The “Other” field provides users with the flexibility to include additional information or details.

5

Submit Form

The “Submit Form” button finalizes and submits the form.



Successful submission of the form

Screenshot 2024-05-17 164003.png



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