Anonymous Standard Task (eForms) activity

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

In the Standard Task activity for eForms, you can specify any participants for your task. However, for the Anonymous Standard 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 Standard Task activity only if you do not want the form to start the process. If you want your form to start the process, use the Anonymous Start Task (eForms) activity.


Anonymous Standard Task activity

Configure the Anonymous Standard Task (eForms) activity

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

Video: Salesforce Query and Second Form

Video: Create Your First eForm

Examples

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the eForms tab.

    Open eForm tab
  3. On the eForms tab, drag the Anonymous Standard Task activity onto your process.

    Drag Anonymous Standard Task eForms

Procedure

  1. On the Standard Task Configuration screen, do one of these:
  2. Click General Configuration General Configuration icon.
  3. Complete the fields on the General Configuration screen.
  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.
    4. Anonymous eForm Access > Security > Restricted APIs tab.
    5. Anonymous eForm Access > Security > Restrict System Tokens tab.
    6. Anonymous eForm Access > Multi-Factor Authentication 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, or SMS:

Form Details screen

Creates a human task form for an app.

Form Details screen

Configures a human task form.

Figure: Form Details screen

Form Details screen

Fields

Field NameDefinition

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.

Choose Form Layout screen

Lets you choose the layout for your form.

Figure: Choose Form Layout screen

Choose Form Layout screen

Fields

Field NameDefinition

Form Layouts
Function:
Lets you choose a form layout to create a new form.
Accepted Values:
  • Blank Form - Lets you create a new form using blank form layout.
  • Existing Form - Lets you create a new form using the form that is available in your app.
Default Value:
Blank Form

General Configuration

Specifies the general information for the Anonymous Standard Task activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field NameDefinition

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:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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

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..

Figure: Anonymous eForm Access > Anonymous Access tab

Anonymous Access tab

Prerequisites

Fields

Field NameDefinition

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.

Figure: Anonymous eForm Access > URL tab

URL tab

Prerequisites

Fields

Field NameDefinition

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:
${TaskID}
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.

Figure: Anonymous eForm Access > Firewall tab

Firewall tab

Prerequisites

Fields

Field NameDefinition

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.

Anonymous eForm Access > Security > Restrict APIs tab

Prevents unauthorized access by allowing only APIs on your whitelist to make API calls to or from your anonymous form. If an API is not on the whitelist, and it tries to make calls against the anonymous form, an error message shows.

Figure: Anonymous eForm Access > Security > Restrict APIs tab

Restrict APIs tab

Prerequisites

Fields

Field NameDefinition

Enable API Whitelisting
Function:
Specifies whether to enable the API's whitelist to make changes with the the API.
Accepted Values:
  • Selected - Enable the API's whitelist to make changes with the APIs.
  • Deselected - The APIs are not whitelist, and changes are not permitted.
Default Value:
Deselected

Show All APIs
Function:
Specifies whether to show the required APIs in the API's whitelist.

AgilePoint NX creates the APIs by default that are required for the anonymous form. You cannot delete these APIs.

Accepted Values:
  • Selected - Shows the required APIs in the API's whitelist.
  • Deselected - Shows the APIs that are retrieved from the anonymous form or that you added in the API's whitelist.
Default Value:
Deselected

Start Capturing APIs
Function:
Opens the anonymous form in the preview window where you can run the rules to add the APIs in the APIs whitelist to give the access to users.

Stop Capturing APIs
Function:
Captures the APIs from the anonymous form and added in the APIs whitelist to give the access to the user for those APIs on the anonymous form.

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 > Security > Restrict System Tokens tab

Prevents the system data variables for anonymous form.

Figure: Anonymous eForm Access > Security > Restrict System Tokens tab

Restrict System Tokens tab

Prerequisites

Fields

Field NameDefinition

Exclude Selected System Tokens
Function:
Specifies whether to show the system data variables that are used in anonymous forms at runtime.

This option can prevent sensitive information from showing on an eForm.

Accepted Values:
  • Selected - Shows the list of system data variables. You can select the system data variables from the list that you do not want to resolve in anonymous forms at runtime.
  • Deselected - The anonymous form field shows the resolved values for all system data variables at runtime.
Default Value:
Deselected

EXCLUDED SYSTEM TOKENS
Function:
Specifies whether to select all system data variables at one time.
To Open this Field:
  1. On the Security tab, in the Restrict System Tokens tab, select Exclude Selected System Tokens.
Accepted Values:
  • Selected - Selects all system data variables at a time.
  • Deselected - Select system data variables one by one.
Default Value:
Deselected

Search By Token Name
Function:
Finds the system data variable.
To Open this Field:
  1. On the Security tab, in the Restrict System Tokens tab, select Exclude Selected System Tokens.

Anonymous eForm Access > Multi-Factor Authentication tab

Configures multi-factor authentication to access an anonymous form.

Figure: Anonymous eForm Access > Multi-Factor Authentication tab

Multi Factor Authentication tab

Prerequisites

Fields

Field NameDefinition

Enable Multi-Factor Authentication
Function:
Specifies whether to turn on multi-factor authentication to access an anonymous form.
Accepted Values:
  • Selected - Enables multi-factor authentication to verify the external user's identity.
  • Deselected - Enables anonymous form access with no authentication.
Default Value:
Deselected
Accepts Process Data Variables:
Yes

Enter email address you would like to receive verification codes
Function:
Specifies an e-mail address to send the multi-factor authentication verification code to access an anonymous form.
To Open this Field:
  1. On the Multi-Factor Authentication tab, select Enable Multi-Factor Authentication.
Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Verification Code Expires In
Function:
Specifies the time for the multi-factor authentication verification code to expire.
To Open this Field:
  1. On the Multi-Factor Authentication tab, select Enable Multi-Factor Authentication.
Accepted Values:
A number of seconds, minutes, hours, days, weeks, or months.
Default Value:
None
Accepts Process Data Variables:
Yes

Verification Code Does Not Expire
Function:
Specifies that the multi-factor authentication verification code has no expiration, and can be used at any time.
To Open this Field:
  1. On the Multi-Factor Authentication tab, select Enable Multi-Factor Authentication.
Accepted Values:
  • Selected - The multi-factor authentication verification code does not expire.
  • Deselected - The multi-factor authentication verification code expires based on the configuration of the Expires Time field.
Default Value:
Deselected