E-Form in Appian

Question

Hi Everyone! 
 Recently, we have one requirment, once the claim is submitted by the customer in the Appian portal. we need to generate and send a link to the respective customer via SMS/Whats app. 
 In this, the link is an unauthorized link where customer click the link and acknowledge the form. In the form we need to display all the information in the readonly format and customer will go thorugh the form and acknowledge it. Once customer acknowledge the form, in appian we need to update the status. 
 Is this possible in Appian? 
 
 Thanks in advane

David J (NTT DATA) · Answer

I think that can be done using portals, query parameters and using Web Apis. 
 You have to store the content of the form in the database (via web apis), and send it back to to the portal (via web apis again).

Mathieu Drouin · Answer

Yeah it's possible. Just store a UUID in the database and allow it to be passed as URL parameter. 
 Usually these types of links tend to expire after a period of tome for security reasons (especially if you are redisplaying information to the user confirming). I would recommend storing an email or phone number to allow them to to confirm via a magic link should the confirmation link expire. 
 postmarkapp.com/.../magic-links

Shubham Aware · Answer

It's Possible!.
Generate a unique link for each claim submission (combining claim ID and a temporary token).
Send the link to the customer's phone via SMS/WhatsApp integration.
Design a separate Appian form to display claim details in read-only mode.
Upon customer acknowledgement (e.g., clicking a button), update the claim status in Appian.

Remember to consider security (link expiry)
Let me know if that works for you.

E-Form in Appian

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