A lot of times, clients want to create their customer facing apps as well as expose them to the users without having to create separate login ID’s for each one of them and still maintain some security aspects. On top of it some of them want to even include these anonymous users at some point in middle of the workflow to obtain additional data or collect feedback.
Here is some information about this feature
You can even try it out. I just created a small dummy form in my tenant in cloud. You can click on this link in a new browser window and try. It will open form without asking you for credentials.
It is a very simple form. Enter your email, phone and a dummy request description
Once you submit you will receive another email from same process simulating a scenario where additional information is needed from anonymous user. If you click on the “Click Here” link it open another form where you can see your previously entered data as read only and text area to enter more data. So Even though user was Anonymous, you are able to send request back to him to gather more information anytime in the process which means the functionality is not limited to just initial request form.
Advantage of this feature: This functionality is OOTB and there is no need for any additional paid customization for your front facing portal. Also covers both new request scenario or if you needed to get more info from external user in middle of the process. Also as users are anonymous users, they need not be managed on AgilePoint side. They just enter their contact info on the request form directly.
Hi, Can i ask how you managed to do this? Mine doesn’t work – the anonymous token for the follow up email never works and always says that it’s allocated to someone else? Do you allocate it to anyone or any role specifically?
Hi, actually i just got it, thank though
Very useful when working with clients who have large list of vendors.