ShareFile Workflow Form Templates - Available via Web Portal

  • 2
  • Idea
  • Updated 1 month ago
I've been advised that the only ways to see a Workflow Form is via the mobile app, Outlook plug in or desktop client.  My business clients are in the pharma industry and as such are prohibited by their IT departments to install any software on any devices.  
It would be GREAT if my workflows and their respective forms were available via a link to a web browser.  Our company would have so many uses for a web form easily available.  Of course, it would have to be encrypted as our policies require for compliance. 
Would LOVE to see this added in the future!
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C. Sharp

  • 3 Posts
  • 1 Reply Like
  • frustrated

Posted 7 months ago

  • 2
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Adi Chand, Employee

  • 9 Posts
  • 1 Reply Like
Hello, thank you for posting this idea. We are in the process of releasing Web Form Submit feature that will allow users to submit forms using a web browser. This feature should be available to you in the next few days. Once the feature becomes available, we will also update product documentation at: https://support.citrix.com/article/CTX225194
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Paulius Mantulovas

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Hi, web form submit is very needed feature. As I see documentation is not yet updated, this means that release schedule is changed?
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Adi Chand, Employee

  • 9 Posts
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Paulius, Web Form submit is now Generally Available. We will get the docs updated
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Mitchell Garnett

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Did you ever get an answer on this? Your scenario is the exact scenario that we are trying to follow, but i cannot find this functionality anywhere.
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Adi Chand, Employee

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We are working on a shareable link (URL) and will update this thread once we have the functionality. 
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Mitchell Garnett

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So until then how would we get the form to our customers for them to complete?
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Adi Chand, Employee

  • 9 Posts
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You can invite your customers by going to Workflows > Custom Workflows > Template > Manage Access > Add More

Once added, give your customers "Initiate workflows" only access. See image for more details. We do know that this is not easily discoverable, so we are changing the UI to be more easy to use. 

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Adi Chand, Employee

  • 9 Posts
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Mitchell, C. Sharp, We now have a feature in Custom Workflows that allows you to share a link to the form associated with a workflow. Please try it out. When you create a custom workflow, you can find it in the form submission trigger.