Anonymous/Guest User for Order Form

[tj@estreet.com]

We have developed a Home Inspections System around Sugar OS and while are super excited about the end result, we have one remaining MAJOR hurdle to overcome. We need to allow web users (Guest/homebuyers or their Realtors) to access the order form (EditView.html) of our Orders Module from within our WebSite, while restricting access to all other facets of the CRM, returning them to AreaInspect.com/home.html upon completing the order. How can this be done? Portal? Roles? Is it possible to access a single page of the CRM from within our website (Click Here to Schedule an Inspection Online [module/Orders/EditView.html]) logging in automatically as Guest/WebUser?

Any assistance would be GREATLY APPRECIATED.

[sacramentojoe]

We have developed a Home Inspections System around Sugar OS and while are super excited about the end result, we have one remaining MAJOR hurdle to overcome. We need to allow web users (Guest/homebuyers or their Realtors) to access the order form (EditView.html) of our Orders Module from within our WebSite, while restricting access to all other facets of the CRM, returning them to AreaInspect.com/home.html upon completing the order. How can this be done? Portal? Roles? Is it possible to access a single page of the CRM from within our website (Click Here to Schedule an Inspection Online [module/Orders/EditView.html]) logging in automatically as Guest/WebUser?

Any assistance would be GREATLY APPRECIATED.

The easiest way I can think of would be to create an order form on your site and have it talk to Sugar via Soap. This way the user never leaves your site and you don't have to open access to them.

[tj@estreet.com]

The easiest way I can think of would be to create an order form on your site and have it talk to Sugar via Soap. This way the user never leaves your site and you don't have to open access to them.

Okay, Thanks Joe.

You would think we might have thought of that, but sadly, no. Still It's a pretty intense order form about 800 lines of code) requiring LOTS of talking via soap. Contact/Account lookups, Inspector/User freebusy, New Account/Contact creation on the fly if not in already in the data base, PDF generation, email notification to as many as 5 individuals with a given order etc etc. etc. Add to that a dozen other things that escape me rigth now. What’s more, the forms will be used not only by web users but also, and most frequently by our inspectors taking calls in the field who will be working in our Sugar Based App exclusively, each served independently on tablet pc which may or may not have internet access at any given moment of the day. That really wont be a viable solution for us. Surely there’s a more direct path?

Happy to share URL and password etc. privately if it will help to clarify the girth of this behemoth.

[sacramentojoe]

Well, you could always setup a very restricted user and then log the people in automatically. our company uses a single sign on location for all of our clients. We have them enter their company code and their user & pass and we re-direct accordingly via ssl.

[tj@estreet.com]

Thanks again Joe,

A restricted user was our first impulse (actually it never occurred to us that we would want for another approach). In fact we have taken a feeble stab or two at making that happen, but so far the approach creates more problems than it solves. Our initial approach to restricting WebUser access was to hide all tabs but the Orders Tab for user name “WebUser.” In this approach, the user is greeted at login by a 'You are not authorized to view this page" alert (meaning the Home Page which WebUser has been restricted from viewing, but which the crm wants to load by default anyway). Then, assuming our would be WebUsers persevere -- despite the alert -- and click on the Orders tab anyway, we come to the Buyer’s Agent and Seller’s Agent Lookups (RealtorContacts looked up via popupPicker & ContactFormBase) where our WebUser is again confronted by a “You are not authorized” alert because we have been denied access to Contacts/Accounts modules. GRRRRRRRR!

Further down the form we come to a field requiring our user to Select their "Desired Inspection Appointment Time" returning onClick a little Inspector Availability popup (user freeBusy) which now Includes WebUser among what should be available Inspector Users ONLY. (Currently set to return all NonAdmin Users).

Might we find a better solution utilizing Roles??? I'm SO Befuddled!!!!!