Hi I'm evaluating Appian and have been going through the courses.
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After creating the accounts, your users would switch over to the Appian main application and not use the portal anymore.
Hi Stefan a couple of questions here:1) How will external users have Appian accounts? They are customers and not users of my organization
2) By Appian main application, do you mean an Appian site? How can anonymous users from the portal switch over to a Site?
3) Are sites only accessible after logging into Appian? How can external anonymous users who don't have an Appian account login to appian and then access the site?
There are two ways to achieve this
1. Once the external user has requested a quote >> Write it to record >> Display the unique identifier of the record to user as a reference id. Give the user a page in portal where they can enter the reference id and view or act on the record.
2. Ask for details like name, email etc., from the user while requesting a quote. With those details create user inside appian using createUser smart service and add them to required groups. Once done an email will be sent to user with Appian login credentials. With the login details, the user will be able to login to Appian site and look for the details regarding the quote.
I hope this will help.
Is it also possible to make a login page in my portal? When the anonymous user enters their email and password, can I redirect them to the appropriate site in Appian?
Yeah, just have an interface with some text fields to collect email id and name and other stuffs. Have a button called Register, upon clicking which you have to call a process using a!startProcess() that have create user and adding to group logics. Once done, the user will get the login credentials in email.
1) Well, if you need a more close interaction with your customers, then creating accounts for them seems to be a logical decision.
2) Yes, and not (see point 1).
3) Yes. Not at all (see point 1)
Got it.
Does it mean I have to add external users(like customers) as a user in my Appian org? And then allow them to use my Appian org to login and visit the sites I build for them?
Got it. What you've talked about is a sign up or register page in the portal.
My question was whether I can have a custom sign in or login page in my portal. Once the user registers with his email/password in the register page, can they use the same info in my custom login page to enter into my Appian site? How will the redirection on succesfull login happen?
Portal users are not Appian users until they have an account created inside Appian. You have to build a process to create the user inside appian based on email provided in your portal's registration page.
Only after that he will be able to login to Appian