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The Create Engage User rule lets you add external users so they can be given access to create and submit securely accessible public forms. Create Engage User business rule configuration

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Title

The first part of the business rule lets you define a title for your rule and select the event on which it operates. The default title is the standard FlowForma rule name; change it by deleting the text and entering your own. In the event field you determine when the rule is executed. For a flow this can occur when the form is loaded, started, or completed. For a step this can occur when the step is started, saved, or completed. For questions it can occur when the question is updated.

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Rule condition(s)

The second part of the business rule lets you set conditions. These are not required, but if entered they control when the rule is executed in relation to other items in the form.

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Rule actions

The rule actions contain a set of input and output fields that you map to questions within your flow. These values are used when adding the external user, and they receive and display some details of the user once added.
  • Inputs - the input values are used to set the display name and email address the user will use to log in with
    • First name: select the question from your flow that contains the first name of the user you’re adding
    • Last name: select the question from your flow that contains the last name of the user you’re adding
    • Email: select the question from your flow that contains the email address of the user you’re adding
  • Outputs - when the rule is executed, it returns two values to the form
    • User Id: map the User Id value to a question in your form
    • Is licensed value: map the is licensed value to a question in your form
  • Stop execution: if stop execution is enabled and this rule is executed, no other rules are executed.
  • Enabled: rules aren’t saved to a list like questions and steps are, so if you want to stop a rule executing without deleting it, toggle this option to enable or disable the rule.
  • Enable audit: if checked, a record is added to the audit trail when this rule is executed. This option is available when the Compliance feature pack is activated.