I have been searching through for this as i’m sure someone must have done something similar before but i cant find what i need. Possibly not using the right terminology to search with.
What i would like to do is collect information from people with a form. the process would look like this:
One of my team creates a record in the app, that holds an email address. If the email is valid it send an email to the email asking them to complete a form. The form they complete adds information to either a connected record or the same record (whichever is easiest to achieve). What i want to do is give them a link that allows them to complete the form only, without having to log in.
At first i considered using a google form, where by the link to the google form is emailed out, i can then import the results of the google form periodically. However i want to be able to better see who completed which form without relying on the user entering a connected data.
I hope i have explained this enough, but please feel free to ask questions if i haven’t. Appreciate any help
Hi Chris,
you can do this with a public page with a table of all of the records, and a details page for each with the form in.
You then send them a link to the details page with the form. What you have to do though to prevent them accessing others’ forms is to hide the crumbtrail so they can’t go up a level, and also (if they go up a level by shortening the url) a page rule to hide the table itself.
And you can generate the link using a bit of HTML in the email body that includes the record ID in the URL. A bit vague I know, but if you like I can show you how it works on one of my apps - just DM me if you want to.
Cheers, Hugo
I completely agree with my esteemed colleague @Hugo. I have used this method on many occasions, most recently for a Spanish client who teaches English to students. We wanted a simple way to contact them to collect some basic data, and the method described is exactly the same. As Hugo pointed out, it is important to hide the main table; I also hide the backlinks and breadcrumb navigation.
Additionally, I have implemented some page rules that prevent users from continuously resubmitting the data. Once the form is complete, we display a user message, and the form is then hidden.
Thanks both for the answers. This sounds like exactly what i need. The form is to collect size information for a uniform, so we need to have them only complete their own but then have the data available to the people who place the orders for the uniform.
I do have some follow up questions if that’s okay?
If i create the public page, and given that the email address is part of the record, will this potentially expose any info? I want to make sure its 100% GDPR compliant.
When you mention hide the crumbtrail, is there any guides i can read up on about this?
Is there any guides about generating the link to the form, There is potentially a lot of entries to collect so i would like to be able to automate this aspect.
I believe i have it working now as you both described. Thanks again!
I was wondering how you hide the options on public pages? For example, I was hope to use the page rules to hide the main table, but page rules doesnt appear on public pages. Also i have been unable to hide the ‘back’ option at the bottom of the form, which takes them back to the main table, as well as the navigation at the top of the form which again gives the option to return to the main table. Before i try and tackle this with custom javascript, i wanted to check with you as i believe this is what you meant by breadcrumbs…
. I have used this method on many occasions, most recently for a Spanish client who teaches English to students. We wanted a simple way to contact them to collect some basic data, and the method described is exactly the same. As Hugo pointed out, it is important to hide the main table; I also hide the backlinks and breadcrumb navigation.