Hi,

"One of the applications I have been looking for is to be able to control who is next to receive a workflow based on the content of an E-mail field in the WF form." → Joget can dynamically assign who's next to receive a workflow by using participant plugins. I don't know about "content of an Email field" but I assume it's a direct link to WF form.

"How is that done in Joget? (the Customer has no Role and  does not belong to a Group as there can be many new customers every day)." → As far as I know Joget has no ability to send Workflow Inbox / Assignment to unregistered user. But I'm thinking about a quick workaround. So, the form data can have UUID as key, so you need to connect the current process to the UUID key by using some tricky Form to Subform data connection. So you can send the direct link of the form using UUID as the key to the customer's email. Once the customer complete the data in the form and save it, system also need to update the status of the data in the background (possibly using Hidden Field or Post Processing Tool). In the Finance's inbox (assume it's a DataList Inbox) you need to filter the datalist by status. So once the data has been updated by the Customer, it will appear as Inbox in Finance, otherwise it won't.

Hi, if the customer is unauthenticated and has no role then they are essentially an anonymous or public user. You should be able to use a publicly accessible form to allow anyone to access it, but I would question the security of such an app design.

Hi Anders

I agree to your comment about security but the customer only adds data to the form which is not critical.

That said: You refer to a publicly accessible form? How is such a form set up to be accessible to anonymous Groups/Users and how would such people access it? 

Thanks Aristo but how would the Customer get access to the form?

If I could just send a form to the customer so that it updates a Datalist I guess I could build a process based on that

Hi,

First you need to create a form in App Designer > Form & UI. Make sure to put no permission in the form.

Second, still in App Designer > Form & UI, create a Userview, also don't put any permission to the Userview. In the userview create a form menu. In the form menu properties you need to set Custom ID for easier access, let's call it myPublicForm. You can access your form using url (Change the <tag> with some value) :  http://<host>/jw/web/userview/<applicationId>/<userviewName>/_/myPublicForm

In case you need to load data, you have to provide the data's primary key to parameter "id", in this example http://<host>/jw/web/userview/<applicationId>/<userviewName>/_/myPublicForm?id=<primaryKey> 

You could create a separate userview and form for the anonymous user and set the Form Permission Control accordingly. Then as part of your process you can send out a link to this userview form.