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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. 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.

{SYS.ROOTLINK} and {SYS.TASK_NAME} can be taken from system variables.

For the German version please make sure to set the tenant language to DE for receiving the text mail in German.

Use case: Customizing the form content via the specific node in the workflow.

Screenshot 2024-08-21 090843.png


After customizing the task mail text and saving the changes, you can now assign the task.

Screenshot 2024-08-21 090948.png

The updated content is displayed successfully and the link to the external form is displayed on the mail text.

Screenshot 2024-08-21 091040.png

External form view that can be accessed via the link.

Screenshot 2024-08-21 090728.png


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