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

This example shows how to use an anonymous form in a form-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 form-based app with no user account.

Background and Setup

Prerequisites

Good to Know

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

    For more information, refer to How to Get the App

  • Customer Request is an application that allows user to enter new customer details.

    For the use case in this example, you configure the New Customer Request form for anonymous authentication in a Customer Request app so that the customer can access the Customer Request form with no AgilePoint NX account and enter the new customer details.

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 form-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 Request Application.

    Application Explorer Customer Request
  3. Click Anonymous Anonymous icon.

    Anonymous

Procedure

  1. On the Application Settings screen, click the Anonymous Access tab.

    Anonymous Access tab
  2. On the Anonymous Access tab, in the Anonymous Access Name field, enter Anonymous New Customer Request.

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

    Anonymous Access Token
  4. Click the URL tab.

    Anonymous Access URL tab
  5. 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
  6. In the Value list, select Customer Request Application_New Customer Request.

    This is the value for the Create form. In a form-based app, anonymous access is usually desired for the Create form, but you can specify a different form.

    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
  7. Click Generate.

    Anonymous URL Generate
  8. 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 Application Settings screen shows.


    Anonymous Application Settings

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 Application Settings screen, click View.

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

    Access Token Screen
  3. Click Cancel.
  4. On the Application Settings screen, click OK.

    Application Settings screen
  5. On the Application Explorer screen, sign out of AgilePoint NX Portal.

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

    The Customer 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 My Applications My Applications icon.

    My Application screen
  3. On the My Application screen, click Customer Request Application.

    Customer Request App
  4. The View form shows the records you submitted in an eForm.

    Customer Request Form

How to Get the App

This example is based on the Customer Request 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.

Procedure

  1. Click App Store App Store icon.

    App Store
  2. In the PRODUCT section, click Form Based App.

    AgilePoint NX Home Page Screen
  3. Click Customer Request app.

    Customer Request App
  4. On the Customer Request screen, click Add.

    Customer Request Screen
  5. On the Trust App screen, click Trust it.
  6. Click Return to site.
  7. Publish the Customer Request app.

    For more information, refer to Publish a form-based application.