Secure Web Form

The BCM Secure Web Form tool allows Administrators to create a direct URL that provides direct access to a data entry form.

Updated over a week ago

Attention: Apricot is now Bonterra Case Management. Please bear with us as we update our screenshots to match our new name.

The Bonterra Case Management Secure Web Form tool allows Administrators to create a direct URL, or web address, that bypasses the standard login and allows a user to directly access a Tier 1 form for new data entry only. Secure Web Forms allow individuals such as potential volunteers, donors, or service recipients to submit a request for more information or to complete an application directly into Bonterra Case Management without having to log into Bonterra Case Management or requiring that an application be manually entered into the database.

Note: Secure Web Forms should only be filled out by Participants using Bonterra Case Management's supported browsers, Chrome or Firefox. If you would like for Participants to be able to fill out external forms using other browsers, consider using Intake Forms as an alternative.

Enabling Secure Web Forms

  1. Click on "Administrator"

  2. Choose "Workflow Station"

  3. Choose "Bonterra Case Management Settings"

  4. Find the "A La Carte Features" section and check the box for "Secure Web Forms"

  5. Save Settings

Important Secure Web Form Notes

  1. Secure Web Forms can only be used to create new data

  2. Secure Web Forms can only be used to create new data on a Tier 1 form

  3. Secure Web Forms do not support wizard-style linking

  4. Secure Web Forms are not generally a new form but allow a preexisting Tier 1 to accept submissions from outside of your Bonterra Case Management

  5. Secure Web Forms can be applied and removed from a Tier 1 form and no data loss will happen

  6. Secure Web Forms will not allow a person to undo their submission

  7. Secure Web Forms will potentially show all Quick View items on a preexisting record in your system if the Duplicate Check Fields find a duplicate already in your system

Note: For the purposes of this article, we are assuming that you have already built a Tier 1 form that you'd like to use as a web form, if not, please do so before following this guide.

Creating a Secure Web Form

  1. Click on the Administrator tab

  2. Click on "External Access"

  3. Choose "Secure Web Forms"

  4. Click "New Secure Web Form"

Designing your New Secure Web Form

  1. Name the Secure Web Form. This name can be anything as it will not affect the actual form name which they see or the form within your system. In this example, our Secure Web Form name is a brief description of what this Secure Web Form will be doing: creating a new Client Profile.

  2. Select the form that you'd like to use as the Secure Web Form. This can be any Tier 1 form within your site. In this example, we are choosing "Client Profile" which is a Tier 1 form that creates our Client Profile records.

  3. Select a user to use as the "login user." This user needs to be assigned to only one program, and that program must have access to the form being used for your Secure Web Form. If you do not have a user that fits this criteria, you should create a dedicated Standard User that fits this criteria.

  4. Next, we will need to choose the Program(s) which should have access to the record(s). The selections here are populated from the programs to which your chosen user is assigned.

  5. Save Record.

Note: Under "Permissions" you should see "This user can: view, search create, edit". In the event that you do not see this, please either click on "Modify User Profile" and adjust the permission set to give the Secure Web Form user View, Search, Create, and Edit permissions for the form or choose a user who has the correct permissions necessary for your Secure Web Form.

Note: Multiple programs can be chosen for the Secure Web Form. In order for a program to display as an option, the "login user" must have at least View and Create permissions for the Secure Web Form within the desired programs. The selected programs will be assigned to the record when created.

Note: If using a Guest User for your Secure Web Form, you must also enable the Tier 1 form as a Guest Form in Bonterra Case Management Settings under the Workflow Station in the Administrator tab.

Secure Web Form URLs

After we've saved the Secure Web Form, it generates two items:

  1. Basic URL: this is the URL which you can distribute to anyone who you would like to access the Secure Web Form.

  2. Embed URL: this is an iframe, to be used with HTML on your website, so that you can embed the link onto your organization's website (Note: the Ongoing Support team cannot help troubleshoot getting this into your organization's website; we suggest working with your internal IT Team).

Testing the Secure Web Form

We highly advise that you test the Secure Web Form before you begin to distribute the URL. Important: before you test, make sure you log completely out of your own Bonterra Case Management database (or you may use your browser's version of an incognito mode or in-private browsing feature)! If you don't, you may not be able to access your Secure Web Form again, or your own Bonterra Case Management temporarily. If this happens, you can enter the URL to force a logout.

Applicants/non-users will fill out the record just like anyone else would within your Bonterra Case Management.

  1. Name (this is a required and a duplicate check field in our example)

  2. Date of Birth (this is a required and a duplicate check field in our example)

  3. Submit - saves the record to your database

  4. When the record is saved they can choose "Close" (which will then log them out of the system and bring them to the login page) or they can "Print" the record before closing it. They only get one chance to choose either option though!

Note: The Secure Web Form URL changes in the address bar. This is expected behavior.

Duplicate Warning

The above screenshot is an example of what happens when someone tries to enter a record that has already been entered into the system. The very important item to note here is the Validation Failed Warning pop up box.

Distributing the URL

Now that the Secure Web Form has been created and tested you may now begin distributing the URL. Please remember a few items regarding the URL:

  • The Ongoing Support team can only assist with the Basic URL

  • The Basic URL is best distributed via email, a PDF file, or embedded in a website

  • The Basic URL cannot be pasted into a word processing program (such as Microsoft Word) and then distributed, as it will no longer function correctly

If you have any additional questions or concerns please contact the Ongoing Support Team.

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