Anonymous access via HTML code

EP Help General > Custom Forms > Managing custom forms
 

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You must have 'Manage all custom forms' global permission or be included in the list of users of a custom form with the permission 'Manage this custom form and its records' to perform the actions below.

 

Each form comes with a HTML code which can be retrieved and used to access the form directly. This can be used to publish forms you create on the Web making them a good tool to collect data.

 

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Until a form is active its HTML code is of no value as the form will not available to the person trying to access it through the code.

 

 

To retrieve a form's HTML code:

 

1.

Click Custom Forms on the header menu.

2.

Click 'Manage custom forms'.

3.

Go to Active tab to view the active forms.

4.

Click the Edit link on the form you want to view HTML code of.

5.

Select 'Allow anonymous users to add records' if you want to allow anybody on the Web to add records to the the form. Note: to make this setting effective, make sure you use 'Save changes' button before you leave the form screen.

6.

Click 'Show code' button.

7.

As the code opens in a text box, you can copy it to Clipboard and transfer elsewhere.

8.

Click 'Save changes' to save changes. See note in 5 above.

 

 

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