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.
The link can be as follows:
[domain]/tim/client/#/external/task/[TASK_ID]/smartform
Allowing external users to access only form data such as
[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
Use case: From tim.property you can enable the link for the external form as soon as you assign the ticket to a user to receive also the link to the task. This can be done via the properties taskmail-text-[language] to be as following: “You got assigned to the task. [DOMAIN]/[APPLICATION]/#external…”
SYS.BASELINK) and SYS.TASK_ID 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.
After uploading tim.properties inside the resources folder using the adequate privileges. Then when you assign task “Fill Employee Information“ to the actor “Designer”
The email containing the text “You got assigned to the task” is created successfully.
Removing the documents tab from the page can be generated via the link if you change again the tim.properties “?documents=true”
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”
The form no longer contains the option to add documents
Only the form tab is displayed.
Use case: Customizing the form content via the specific node in the workflow.
After customizing the task mail text and saving the changes, you can now assign the task.
The updated content is displayed successfully.
