Anonymous Start Task (eForms) activity

An activity that lets a form user complete an eForm that starts a process with no authentication to AgilePoint NX.

The eForms Start Task activity specifies the participant for your task as the process initiator. You can also specify anonymous access for a Start Task activity. However, for the Anonymous Start Task activity, the participant is specified with the Anonymous Access settings, and you can not add any participants that are not anonymous.

Use an Anonymous Start Task activity only if this is the first activity in your process. If you have other activities before the form, use the Anonymous Standard Task (eForms) activity.



Configure the Anonymous Start Task (eForms) activity

To configure the Anonymous Start Task (eForms) activity, do the procedure in this topic.

Video: Create Your First eForm

Examples

Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the eForms eForms icon tab.
      2. On the eForms eForms icon tab, drag the Anonymous Start Task (eForms) Anonymous Start Task icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. On the Start Task Configuration screen, do one of these:
  2. Click General Configuration General Configuration icon.
  3. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a Human Task (eForms) Activity.

  4. Click Anonymous Access Anonymous Access icon.
  5. Complete the fields on these screens.
    1. Anonymous eForm Access > Anonymous Access tab.
    2. Anonymous eForm Access > URL tab.
    3. Anonymous eForm Access > Firewall tab.

    For more information, refer to (Example) Use Anonymous Authentication in a Process-Based App.

  6. (Optional) ​When the task changes status, you can send notifications using e-mail, Yammer, Salesforce Chatter, Skype for Business, or SMS:

Form Details screen

Configures a new human task form.



Fields

Field Name Definition

Form Name

Function:
A name for your form.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Form Description

Function:
A description for your form.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Next

Opens this Screen:
Choose Form Layout screen
Function of this Screen:
Lets you choose the layout for your form.

General Configuration

Specifies the general information for an eForm activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Time to Complete

Function:
Specifies the maximum amount of time that should be allowed for the completion of the task associated with this activity before it is considered Overdue. This is a combination of a number of minutes, hours, days, or weeks.
Accepted Values:
A number of minutes, hours, days, or weeks.
Default Value:
1 Day
Accepts Process Data Variables:
Yes

My Organization's Business Time

Function:
Specifies to use your work calendar for date calculations.
To Open this Field:
  1. On the Email Notifications screen, click the Reminder tab.
Accepted Values:
  • Deselected - Uses your work calendar for calculations.
  • Selected - Does not use your work calendar for calculations.
Default Value:
Deselected
Example:
The Business Time field is set as selected, and business hours of work calendar are configured as 9 AM to 5 PM. If the task with completion time 8 hours is entered at 1 PM on Monday, then the task must be completed by 12 PM on Tuesday.

Priority

Function:
Specifies the importance of a task.
Accepted Values:
  • High - Specifies a high priority task. A high priority task shows High High icon icon.
  • Normal - Specifies a normal priority task. A normal priority task shows Normal Normal icon icon.
  • Low - Specifies a low priority task. A low priority task shows Low Low icon icon.
Default Value:
Normal
Accepts Process Data Variables:
Yes

Anonymous eForm Access > Anonymous Access tab

Specifies an access token for anonymous authentication..

Screen



Prerequisites

Fields

Field Name Definition

Anonymous Access Name

Function:
Specifies the name of the anonymous authentication.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Access Token

Function:
Specifies the access token that connects to AgilePoint NX.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Generate

Function:
Gives the URL for your anonymous form.

You can use this URL to access and complete an eForm with anonymous authentication.

Example:
Refer to:

Delete

Function:
Deletes the selected connections in the schema mapper for this activity.

View

Function:
Shows the URL for your anonymous form.
Example:
Refer to:

Finish

Function:
Saves the configuration and closes the screen.

Anonymous eForm Access > URL tab

Specifies your proxy or external URL to show your eForm to anonymous form users. You can also add your own query string parameters to show form controls completed with the values for the query string parameter.

Screen



Prerequisites

Fields

Field Name Definition

Base URL

Function:
Specifies your AgilePoint NX Portal instance URL. You can also specify your proxy or external URL to expose your form externally.
Accepted Values:
A valid portal instance URL.
Default Value:
Your portal instance URL.

The default portal instance URL is the same as the portal instance URL on the Tenant Settings.

Example:
Refer to:

Parameter

Function:
Shows the query string parameter. You can not change the default parameter and its value. You can specify your own query string parameters and values. This shows the specified values on your eForm.
Accepted Values:
A query string parameter.
Default Value:
WID
Accepts Process Data Variables:
No

Value

Function:
Shows the value for the query string parameter.

You can not change the default parameter and its value.

Accepted Values:
A value for parameter.
Default Value:
The name of your process model.
Accepts Process Data Variables:
No
Example:
Refer to:

Add Add icon

Function:
Creates a row to specify your own query string parameter and its value.

You can send this query string parameter to your form.

Delete Delete icon

Function:
Deletes the row.

Generate

Function:
Gives the URL for your anonymous form.

You can use this URL to access and complete an eForm with anonymous authentication.

Example:
Refer to:

Update

Function:
Saves the values in the configuration fields in the URL and Firewall tab.

Delete

Function:
Deletes the selected connections in the schema mapper for this activity.

View

Function:
Shows the URL for your anonymous form.
Example:
Refer to:

Finish

Function:
Saves the configuration and closes the screen.

Anonymous eForm Access > Firewall tab

Specifies an IP address range to limit the access of an anonymous form.

Screen



Prerequisites

Fields

Field Name Definition

IP From

Function:
Specifies the lowest IP address that can open your eForm.

If this field is blank, it allows all IP addresses to access an eForm.

Accepted Values:
A valid IP address.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
192.168.88.1

IP To

Function:
Specifies the highest IP address that can open your eForm.

If this field is blank, it allows all IP addresses to access an eForm.

Accepted Values:
A valid IP address.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
192.168.88.98

Generate

Function:
Gives the URL for your anonymous form.

You can use this URL to access and complete an eForm with anonymous authentication.

Example:
Refer to:

Update

Function:
Saves the values in the configuration fields in the URL and Firewall tab.

Delete

Function:
Deletes the selected connections in the schema mapper for this activity.

View

Function:
Shows the URL for your anonymous form.
Example:
Refer to:

Finish

Function:
Saves the configuration and closes the screen.