Automating Portal User Creation with Zoho Creator Forms
Requirement
Automatically create a portal for the user with their email entered in the Zoho Creator form.
Use Case
Consider a healthcare organization utilizing Zoho Creator to oversee patient data, appointments, and medical records. When a new patient is registered using a Zoho Creator form, a portal account will be created for that user automatically in Zoho Creator. This will enable patients to access their medical records, schedule appointments, communicate with healthcare providers, and access educational resources through the patient portal.
Steps to follow
- Create a form with the following details to get patient information.
Form Name
Form Link Name
Field Type
Field Name
Field Link Name
Patient Registration
Patient_Registration
Name
Patient Name
Patient_Name
Email
Email
Email
Phone
Phone
Phone
Address
Address
Address
- Add a permission set for the portal user, give access to required forms that need to be accessed by the patient via ,and name the permission as Patient.
- Create a portal for your application and enter the Portal URL and select the preferred Portal Type.
- Create a workflow to trigger upon successful submission of the Patient Registration form. Select the Record Event as Created or Edited and name the workflow as Add Portal User.
- Click Add New Action > Deluge Script and add the following code in the Deluge editor.
Note: Along with this form, create any other forms that need to be accessed by the user via portal depending on your use cases, for example a Book Appointment form or a Patient Review form.- //Add the user to the portal using the Assign profile to portal user Deluge task.
- response = thisapp.portal.assignUserInProfile(input.Email, "Patient");
Where:
"Patient" | Is the TEXT that represents the name of the permission that needs to be given to the user. |