Allow users without a Barium Live account to start process instances. With external start your stakeholders can fill in a form from any web site or via a easily generated link.


This is very helpful in many cases, for example:

  • Customer Support
  • Registration
  • Recruitment
  • and more...


Background

Every start event in a process application is a starting point for the application. Start events that you are allowed to trigger show up under Start new instance in Barium Live. If you, as the logged in user, is an assigned performer to the process participant set to a certain start event you will see the starting point in the list.


Using the external start feature, all start events can be made triggerable for users that are not assigned to perfrom the start. Even non-users can start instances this way.


How to activate external start

To activate external start in an application, follow these steps:


1. You access the settings through either a) or b):

a) Double-click on your application under Build > Process Apps.

Choose Application configuration under Manage Process Application.


b) Double-click on your application under Model > Processes.

From the Process View choose Edit Application.


2. Click on the tab External start (see picture below).


3. Now all start events from the process are displayed, represented by check boxes. Check the one that you wish to make available outside of Barium Live.

A URL is shown right after you selected the checkbox, copy the link and use it on websites, e-mail it to clients or distribute it however you like to allow your contacts to trigger the start event.


4. Click Save.



Hide GUI attributes

Default the external start has some GUI attributes shown, a part of or the whole GUI can be hidden.

For more information read the article Hide GUI attributes.


Edit external start confirmation message

After an external start is triggered a standard text that says "Action performed successfully" is shown. This message can be edited to give the external user a much more helpful confirmation message. 

For more information read more in the article Edit external start confirmation message.


NOTE: If you have added a form to the start event, this is what your contacts will see when they use the external link. If not, a standard form made up of just two fields will be displayed.