Creating Portal for external users with access to internal objects to save the details in forms

Yes, Portals can be used for your requirement.
Portals do not support User Input Tasks because these require users to log in, which portals cannot enforce. For your requirement, external users can submit simple forms through Portals without logging in, but if you need task workflows and tracking, external users must have Appian accounts and use Sites with User Input Tasks. The best approach is to use Portals for anonymous external form submissions and Appian Sites with User Input Tasks for both internal users and any external users who need to participate in task-based processes. This ensures proper access control and task management.

Create 3 separate portal forms for external users (anonymous access, no login needed).
The other 2 forms will be Appian user input tasks, for internal users (login required).
Use unique IDs to link data between all 5 forms.
Portals cannot assign Appian tasks to external users; all their form actions happen within the portal itself.
Save all form data to a common database for best integration.

Yes, Portals can be used for your requirement.
Portals do not support User Input Tasks because these require users to log in, which portals cannot enforce. For your requirement, external users can submit simple forms through Portals without logging in, but if you need task workflows and tracking, external users must have Appian accounts and use Sites with User Input Tasks. The best approach is to use Portals for anonymous external form submissions and Appian Sites with User Input Tasks for both internal users and any external users who need to participate in task-based processes. This ensures proper access control and task management.

Create 3 separate portal forms for external users (anonymous access, no login needed).
The other 2 forms will be Appian user input tasks, for internal users (login required).
Use unique IDs to link data between all 5 forms.
Portals cannot assign Appian tasks to external users; all their form actions happen within the portal itself.
Save all form data to a common database for best integration.

Hi Shubham and All,

Thank you for providing the explanation and details, I will try to implement this way and verify how it goes and come back if i have any other questions.

Let us know your progress here.

Hi Shubham,

Thank you for this approach, I have some questions on this requirement, I have created 3 forms for external users and 2 forms for internal users. Now i have a challenge here, when first and second form is submitted one after the other. Is there a way that we can expose that unique id in the external forms we have created, so that external users will get to know that they are submitting the details for that particular device disposal details.

I need to map the unique id generated from internal forms, to the external forms. (Need Suggestion on this)

Note: All the 3 external forms are able to save the details from portal pages.

Regards,

Dheeraj G