(Example) Use Anonymous Authentication in a Process-Based App

This example shows how to use an anonymous form in a process-based app.

An anonymous form is an eForm that a form user can submit with no authentication credentials. This is useful if you want people to use your process-based app with no user account.

Background and Setup

Good to Know

  • This example uses the Customer Enquiry app from the AgilePoint NX App Store.

    For more information, refer to How to Get the App

  • Customer Enquiry is an app that lets customers submit questions about a company, or its products or services.

    For the use case in this example, you configure the Customer Enquiry Request form to use anonymous authentication so the customer can access the form without signing in.

Step 1: Add Anonymous Authentication Access Rights to a Role

To let a role use anonymous authentication, do the procedure in this topic.

Good to Know

  • You can use anonymous authentication for anonymous forms. To create an anonymous form, the user must have a role with the Allow Enabling Anonymous Access access right.
  • Anonymous Forms can use the AgilePoint Service Account for authentication, or they can use a different user account. Authentication with the AgilePoint Service Account is easier to set up because you are not required to create a separate user account for anonymous forms. However, some organizations may have security concerns using the service account for public access to their AgilePoint NX environment, even for the purpose of submiting a form.
    If you want to use a different account for anonymous forms, do these steps:
    1. Add a New User for anonymous forms authentication.
    2. Edit a role to use anonymous authentication, as shown in this example.

      However, do not apply the permission, Allow User to Make Use of System Account.

    3. Add the role to your anonymous forms user, as shown in this example.

How to Start

  1. In the Manage Center, click Access Control Access Control icon > Roles.
  2. On the Roles screen, click Expand Expand iconfor your role.

Procedure

  1. Click Edit Role Edit Role icon.

    Edit Admin Role screen
  2. Click the Application Builder tab.

    Application Builder screen
  3. On the Application Builder tab, select Allow Enabling Anonymous Access.

    Application Builder screen
  4. Click the Access Rights tab.

    Access Rights screen
  5. On the Access Rights > Access Control tab, select Allow User to Make Use of System Account.

    Access Control screen
  6. Click Update.

Step 2: Create an Access Token for Anonymous Authentication

Configure an access token to connect to an anonymous form. This type of access token provides credentials that let non-authenticated users complete an eForm in AgilePoint NX..

Prerequisites

Good to Know

How to Start

  1. Click Manage Manage icon.

    Manage
  2. Click App Builder App Builder icon > Global Access Tokens.

    Manage App Builder
  3. On the Global Access Tokens screen, click Add Token Add Token icon.

    Add Global Access Token
  4. On the Add Global Access Tokens screen, select Anonymous Forms Anonymous Forms icon.
  5. Click Next.

Procedure

  1. On the Add Global Access Tokens screen, in the Token Name field, enter Anonymous Customer Request.

    Global Access Tokens Name
  2. In the Domain field, enter nxone.

    You can find the domain name in the Portal Instance URL field on Tenant Settings.

    For more information, refer to Find your Portal Instance URL.


    Global Access Tokens Domain
  3. In the User Name field, enter the user name of the user in Active Directory or AgilePoint NX.

    Global Access Tokens UserName
  4. In the Password field, enter the password of the user.

    Global Access Tokens password
  5. To make sure the specified credentials are correct, click Validate .

    Validate Global Access Tokens
  6. Click Done.

Step 3: Configure Anonymous Access for an eForm

To configure the anonymous access for an eForm in a process-based app, do the procedure in this topic.

How to Start

  1. Click Build Apps Build Apps icon.

    Build Apps
  2. On the Application Explorer screen, in the My Applications pane, click Customer Enquiry > Processes > Customer Enquiry > Process Model > Customer Enquiry.

    Application Explorer Sales Approval Request

Procedure

  1. On the Process Builder screen, in the Customer Enquiry process model, double-click on the Customer Enquiry form.

    Sales Discount Approval process model
  2. On the Start Task Configuration screen, select the Customer Enquiry form.

    Sales Discount Request Form
  3. Click Advanced Advanced icon > Anonymous Access Anonymous Access icon

    Advanced Anonymous Access
  4. On the Anonymous eForm Access screen, click the Anonymous Access tab.

    Anonymous Access tab
  5. On the Anonymous Access tab, in the Anonymous Access Name field, enter Anonymous Customer Inquiry.

    Anonymous Access Name Field
  6. In the Access Token list, select Anonymous Customer Request (Global).

    Anonymous Access Token
  7. Click the URL tab.

    Anonymous Access URL tab
  8. In the Base URL field, enter https://mysite.nxone.com.

    This URL is an example. You can find the actual value in the Portal Instance URL field on Tenant Settings.

    For more information, refer to Find your Portal Instance URL.


    Anonymous Base URL
  9. The Parameter and Value fields show the default value Process and Customer Enquiry.

    You can not change these values.

    You can specify your own query string parameters and values. Any custom values you specify are used in the URL for the anonymous form.


    Anonymous Value field
  10. Click Generate.

    Anonymous URL Generate
  11. On the Access Token screen, click Save.

    You can use this URL to open and complete an eForm with no authentication.


    Anonymous Access Token screen

    The Anonymous eForm Access screen shows.


    Anonymous eForm Access

Step 4: Open Your eForm as an Anonymous User

To open your eForm as an anonymous user, do the procedure in this topic.

Procedure

  1. On the Anonymous eForm Access screen, click View.

    Anonymous URL tab
  2. On the Access Token screen, click Copy To ClipBoard.

    Access Token Screen
  3. Click Cancel.
  4. On the Anonymous eForm Access screen, click Finish.

    Application eForm Access screen
  5. Sign out of AgilePoint NX Portal.

    AgilePoint Sign Out Screen
  6. In your web browser, paste the URL for your eForm.

    The Customer Enquiry Request Form opens with no authentication.


    Web browser screen
  7. Complete the fields on the eForm.

    Eform screen
  8. Click Submit

Step 5: Verify the records in Your eForm

To verify the records that you submitted in an anonymous form, do the procedure in this topic.

How to Start

  1. Sign in to AgilePoint NX..

Procedure

  1. On the AgilePoint NX Portal, click Work Center Work Center icon.

    Work Center screen
  2. On the Work Center screen, click Inbox Inbox icon.

    Inbox screen
  3. Click the Processes I Started tab.

    Processes I Started screen
  4. On the Processes I Started tab, click Customer Enquiry > eForms Report View eForms Report View icon.

    eForm report View
  5. The View form shows the records you submitted in an eForm.

    Sales Discount Request Form

How to Get the App

This example is based on the Customer Enquiry app from the AgilePoint NX App Store. Use this procedure to get the app.

Prerequisites

Good to Know

  • This procedure is optional. It is provided so you can test the example with an out-of-the-box app.
  • This is part of the Background and Setup procedures, but many users preferred this step to appear after the example, not before it.

Get the App

  1. Click App Store App Store icon.

    App Store
  2. In CATEGORY section, click Marketing.


  3. Click the Customer Enquiry app.


  4. On the Customer Enquiry screen, click Add.


  5. On the Trust App screen, click Trust it.
  6. Click Return to site.