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Please note: This feature, along with Public registration, is an option included in certain pricing plans, but can also be purchased separately. The total cost is 350 SEK per month and will be added to your next invoice. If you don’t have access to this feature or have questions about your pricing plan, please contact sales@amsystem.com. sales@amsystem.com. |
Background
The Share Case Publicly addon enables users to manually share a link to a specific case outside the site. Recipients can visit the link to view the case content. However, the sharing must be done manually by a user with access and cannot be automated.
❗Important: This function only allows reading a specific case. To edit the case, the user must be logged into the system.
How to Activate the Feature
Before you can share a case publicly, the feature must be activated in the relevant form. Navigate to Case » Settings, select the desired form, then go to the Advanced menu and choose Addons. Don’t forget to save the form to apply your changes!
Who Can Share a Case
Since incorrect sharing of a case can have serious consequences, an administrator must first grant users the ability to share a case publicly. This function is activated per profile in the specific form. Navigate to Administrator » Profiles, select the profile, and adjust the settings accordingly.
Note: Users who are administrators in the Case module have the ability to create a link by default, provided that the form has the Share Case Publicly addon installed.
How Users Share a Case Publicly
Users with permissions to Share case publicly can generate a public link by opening the case (for example, by searching for it), clicking the Share Case Publicly icon (1), and then selecting Create New Share (2). A link is then generated, which can be sent to the recipient, for instance via email. You can either copy the generated link or click Email this link (3) to open your device's default email client.
❗Important: The case will be displayed to the recipient in the language it was created in. For instance, if the case was created by a user with Swedish as their language, it will be displayed in Swedish. If the case was created via public registration, it will be displayed in the default language set in the form.