Hello team, good morning!
I have a requirement for our application where external clients will need to fill out a form on a website (these clients will not have an Appian license) and, therefore, we are thinking of doing it through portals.
What happens is that this form may contain some data that requires changes by the client.
For example: An external client fills out a form, and an analyst (who has a license for the Appian application) sees that there is some incorrect data and asks the same client to make the adjustments and resend it.
My question here is how we would implement this solution using portals. What are the possible solutions for this case.
I had meetings with the Appian team and they suggested that I use the a!urlForPortals() function in case the external client needs to make adjustments to the previously filled out form. This is because this function would return a dynamic URL that would be sent by email and the user would access the specific data that he had previously filled out and could make the necessary adjustments and resend it.
Note: These forms contain confidential data and cannot be accessed by other customers, only by those who filled them out.
Discussion posts and replies are publicly visible
Daniel Abbehusen said:use the a!urlForPortals() functio
That's the approach. If you need to implement more security features, you could send the user a secret code when he enters that portal and he has to enter that code to see/update the data.
It sounds like you already have the solution. What exactly is the question?
In this case, anyone with the link that was sent by email can view the specific data. If you want to show only to intended user, you can send a security code along with link in the email. When the user visits the link, ask for the security code to verify.
Thanks Stefan Helzle
I opened this thread with the aim of encouraging a discussion about possible solutions and experiences in this context, to see if the community had similar experiences and how they approached them and/or possible tips on paths to follow.
Thanks Soma
Understood - thanks for clarifying on that point, it wasn't really obvious from the phrasing in your initial post.