With this example we create a new process that can be initiated anonymously which can be embedded to a web site or other application.
Steps
Create a New Process
Create a new process with name "Anonymous Task" from folder menu and edit process version to open process designer.
Click to “Pool” to open design of pool.
Before designing the process diagram check “Is Anonymously Accessible ?” box from left side bar to enable access this pool to anonymous users.
Create Tasks
In this example we create 2 task as following graph;
Workflow will be started with “Service Request” task and moves to “Service Handling” task to handle related request.
Create Roles
Create a role with “Service Handler” name to define who is filling the this role in process.
When role a added designer automatically opens the role definition editor. Click to “+” icon to add new row and select an responsible person by clicking to “Assigned To” column.
Select “Service Handling” task from process diagram and choose “Service Handler” from task options at left side of screen.
Create Form
Click on “Form” from process designer to open form designer.
After form designer is open click on “Add New” button and expand the “Layout Options” and choose “Row Content” to append a new row layout content to form.
Select the row content and click again to “Add New” and expand “Input Controls” and choose “Html Editor” from options.
Because we are creating a new field designer will ask the name of field to be added to form. Enter “Request” and click to “Ok” button.
After field is appended, form design should be looking like this;
You may add additional fields to form as many as you want. This fields are asked to anonymous user while filling the form.
Saving Process
Click to “Close” button on top of screen to close designer and click to “Commit Changes” button to save your work.
At this step we have finalized the design of the process and we can test it.
Testing
In folder of process we should see a new start point as “Service Request” option as following;
At this stage if we start a new instance of “Service Request” process it be started in test mode and all of tasks are will be assigned to current user for easier testing.
Creating API Key
Anonymous access requires an API key to limit certain features can be used as anonymous user. To create a API key open the “Edit Domain” from “System Administration” menu.
Open the “Security” tab and than select the “API Keys” sub tab.
Click to “Add New” menu to create a new api key, enter the purpose of this api key for why this API key is needed. Click “Done” button to close editor.
Click on “Details” button to specify which features are can be used with this API key.
For anonymous accessed form at least “login” and “process_initiate” features must be enabled. Choose “Enabled” for these features.
Before closing copy the API key with copy to clipboard button with red circle. We will need this api key later while embedding the form.
Instead of using a single API key for all type of forms, creating a new one is recommended.
Select the “Save” action from top menu to save these changes.
Embedding Form to a Web Site
After the api key has created we can embed the “Service Request” step in a web site.
Create a empty html file with following content;
<html> <body> Hello! <iframe src="" width="100%" height="600" frameborder="0"></iframe> </body> </html>
Navigate to the folder where the “Service Request” process saved, instead of clicking to service request start step right click on it choose “Copy Link Address” from menu.
In html file content replace the IFrame src attribute with copied address and replace the ‘#' character with '?’ and add generated API Key parameter to end of address in “&apiKey=…..” format.
Final address should like this;
<html> <body> Hello! <iframe src="https://mydomain.emakin.com/app/?/initiate/129b8....48d0/fe0....8/976...c5&apiKey=58....5a" width="100%" height="600" frameborder="0"></iframe> </body> </html>
Save the html and now can open the html in browser.
More details can be found at Embedding Emakin page.