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Overview

The Submitter property can be added to forms for all object types, however it is mostly used for the anonymous submission of Portal forms. Portal submissions using the Submitter property will allow external users to submit incidents and keep their identities hidden. When flagged as anonymous, no Personally Identifiable Information (PII) will be visible in or accessible by Resolver.

User Account Requirements

The user account you use to log into Resolver must have Administrator permissions.

Related Information/Setup

For more information on how adding the Submitter property to a form allows for external email communication, please see the following articles:

• Email Settings Overview
• Creating an Email Setting
• Enabling External Email Communication

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator settings menu, click the Admin Overview link. 

Admin Overview Link

3. From the Admin Overview screen, click the Configurable Forms tile under the Views section.

Configurable Forms Tile

4. On the Admin: Configurable Forms screen, from the list of forms, click the form that you want to adding the Submitter property to.

Adding the Submitter Property to a Form 

1. On the Admin: Edit Configurable Form screen, from the Form Elements pop-up, click the Expand icon next to Properties. 

Expand Icon 

2. Drag and drop the Submitter property onto the form. 

Submitter Property

3. From the Edit Component Display pop-up, you can configure the property using the following fields: 

• Description: Enter a brief description outlining the anonymous submission and any instructions you wish to include. The Description field may come with default text loaded. An Administrator can edit the text. The Description limit has a 1,000 alphanumeric characters limit.

Description Field

• Under the Accepts Anonymous Submission section: 
  • Allow users to submit form anonymously: 

    • If the toggle switch is turned on (enabled): This activates the Remain Anonymous option on the form from which a user can select Yes or No. If the user selects Yes, the submission will be anonymous. The Name and Email fields are hidden, and no Personal Identifiable Information (PII) is captured.

      

      Allow Users to Submit Form Anonymously Toggle Switch Enabled

    • If the toggle switch is turned off (disabled): The Submitter Details section will appear, asking for the user's name and email address. 

      

      Allow Users to Submit Form Anonymously Toggle Switch Disabled

• Default to Anonymous: The Default to Anonymous toggle switch defaults the form to anonymous submission mode. 

Default to Anonymous Toggle Switch

• Under the Enable Required Fields for Non Anonymous Submission section:
  • Submitter Name is Required: If the Submitter Name is Required toggle switch is enabled, the Name field is required on the submission form.
  • Submitter Email is Required: If the Submitter Email is Required toggle switch is enabled, the Email Address field is required on the submission form, and users will automatically be enrolled in external email communication.

Submitter Name/Email is Required Toggle Switches

Note: The Submitter will not be able to submit the form if the required information is not entered in the corresponding field. However, if the Submitter selects Yes on the Remain Anonymous section, the required Email and Name fields will no longer be required.

• Under the Enable Email Communication section:
  • Enable Email Communication: This toggle switch enables external email communication. When enabled, external users can participate in email correspondence directly from the object, enabling emails between Administrators and Submitters.
  • Email Addresses: With the Submitter property on an object type’s form, select an object’s email address for field mappings. If there is more than one email address, they are listed in alphabetical order in the dropdown menu. Only active email addresses appear on the dropdown menu. Deleted or deactivated email addresses do not appear on the dropdown menu.

Enable Email Communication Toggle Switch

Note: When enabling the Submitter property on a form with no email addresses, a system-generated message will appear stating no email addresses exist and prompts you to create one before returning to the form.

4. Click the Close button to save changes to the Edit Component Display pop-up.

Close Button