Question

Photo of Dave Mast

1

Auth-free form entry in a workflow?

1

First, some context:

I'm looking to create a workflow for our HR department to use to assist in onboarding new staff. Here's a high-level view of the intended design:

  1. HR person starts the workflow, entering key info about the new staffer. One of those key bits would be their personal email address. (Or I could just pull this from a profile, either way)
  2. New staffer is emailed at their personal address with a short welcome bit. In that email is a link to a form where they can fill out some other key bits of info, e.g., laptop preference, cell phone carrier, favorite color, airspeed velocity of an unladen swallow, whatever is needed. After the form is submitted, the workflow continues, we create their account, etc.

So now the question: Is it possible to create a User Form Entry action for a non-authenticated user to fill out that doesn't require them to authenticate? Keep in mind this Form Entry does not start the workflow, it would be in the middle of it.

Is this doable? Am I missing a much easier angle in going about this?

Thanks for your help!

Dave

  • Photo of Cody Tindall

    1

    Dave,

    The external inquiry workflow that ships default with Rock allows for anyone (even people without accounts) to start a workflow that sends a message with their information to different departments. So if an unauthenticated user can start a workflow I would guess that it could easily pick up in the middle of one without authenticating as long as the form/page they're sent to is viewable by "All Users". Take a look at how the external inquiry workflow is setup (specifically the starting form).

    Hope this helps!

    Cody