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Embedding Forms & Workflows for Anonymous Use

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If you do not require access control or authentication for other purposes, i.e. your forms are public forms on your Extranet, you can simply use  built-in Share Dialog and copy and paste the code into your HTML, JSP, ASP, PHP or other web page. An example is ' own contact form. No authentication is required and the form is completed and submitted anonymously. You can find instructions for embedding forms and flows here.

Integrating authentication with your web application (using the API)

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The basic steps are shown in the above Figure. You'll need to be familiar with creating and managing tenants including creating a tenant using the Delegating Security Manager.

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The examples below use the API to authenticate to . Before using the API, you will need to install the client libraries for your language. frevvo offers Java and .NET client libraries. The examples below use the Java client libraries; the .NET versions are very similar. See these instructions for  Installing the Client Library and Dependencies.

Authentication & Session Management

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 can also automatically create users in your tenant if you created it with the Delegating Security Manager.

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    List<String> roles = Collections.singletonList("manager");
    FormsService s = new FormsService(getProtocol(), getHost(), getPort(), null);
    // tenantAdminUserId must be specified as adminUserId@tenantName
    s.loginAs(userId, tenantAdminUserId, tenantAdminPassword, true, roles, firstName, lastName, email, null);
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 Make sure you have read and understood the documentation on making forms and flows public.

Now that you have logged in, you must use the FormsService created above to get an embed URL for the form/flow that you want to embed.

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  • The formTypeId (in this case it is actually a flowTypeId) is _BgfQgAneEeCBmoiAt_ZHPg
  • The application Id is _Eo5BUQndEeCBmoiAt_ZHPg
  • The ownerId is designer

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Once you have the embed URL, embed it in your JSP as:

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Make sure you have read and understood the documentation on saving partially completed forms or flows.
Make sure you have read and understood the documentation on using the Task List.

If your user has a saved form/flow, you can find it and render the saved form/flow instead of creating a new one as described above.

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