Create a User Portal without a Log-In
I had a use case where my client didn't not want their Knack app users to have a regular log-in setup with email and password. These were very elderly users, and he thought remembering passwords and credentials would be too much. So we came up with another approach that is a little easier managed. Check it out.
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Full Transcript
hey folks Dave here at Knack Builders
doing another video I'm gonna jump right
into this one
create a user portal
without having to do the email password
formal account thing this thing came up just the other day
for a project I'm working on
it's actually for one of these Honor
Flight
deals there's a hundred and some cities
in the US that have these honor flights
to take veterans to Washington DC to see
all the monuments well I'm doing a
project for one of these uh that manages
the whole process
the
vets can log or they don't log in
they click something on the website and
they fill out some information so now
they're in the mix to get selected it's
all based on age I think it's like
around 80 of them go and on a certain
date the oldest ones are selected for
this flight and these these happen
several times a year there's some other
folks that go too but I'm not going to
get into that
and once they're selected they need
to go into
a portal somewhere and open it up get to
their information
and then they have to update some things
and they have to check off a bunch of
waiver stuff and sign something
uh and my the account or the project
owner said there's no way these older
folks can handle
logging in that they're not going to
remember where to go They're not going
to consistently or not very often keep
their
credentials and they're going to lose
them we're just going to get a bunch of
calls it's going to cause a whole bunch
of issues so Dave can you come up with
another way well I did it I'm going to
show you what that is here thanks
[Music]
okay I'm back let's jump into this how
we arranged
for some unit users that can't really
handle
regular email password remembering
that type of stuff made it a little
simpler and still secure so they only
gonna see their stuff here's what I did
I'm gonna go grab the thing
it's pretty simple the first time I've
done it others might have done it this
is the veteran object
where we keep all their information
and what this does
is I made a field
how to find it here
access code
what this access code is
is
a unique code for that individual who
applied so when they apply they don't
have to create an account they just
enter their information it's a record
it's not in a user deal
and I've created an auto increment
and then I created another thing that
grabs their first initial then I put
this thing in between just to Beef It Up
on our flight 03 or whatever
so what this does
is
create a unique password that we can use
it only of them are gonna know in
terms of not other vets and then we can
do this I went over here pages
veteran access
what this is this View
it's a search
you know what I mean right here
search View
and we only have one thing
it's called the access code
I'll get you how they do that and also
we have it that or this access code must
have a
value to be submitted so someone's
got to enter something so here's how it
works let me go get one of those access
codes real quick
let me do it here
this is an admin sign I'll touch on this
what will happen is when they're
selected we're going to do this through
next by the way when they're selected
there's a 80 some oldest ones and
they're assigned to a flight an email is
going to go out
and say hey congratulations you've been
selected
here's your access code
and here's the URL
that you can access your information and
do what you got to do the account or the owner uh project
owner thinks that's going to work pretty
well for them they can handle that
um so I'm going to put this in
they're gonna know this they all have to
do is put it in
and here's their stuff it's not behind
anything it's just a regular search only
there's is going to come back with this
they can edit their basic information
email phone or whatever
and then they have to do this
before they can go on a flight they have
to
click a bunch of waiver stuff
they consent to this or that
so that's all they need
and it works well this code
if someone wanted to study it figure it
out they could say oh wow this is my
first initial and this is 30. this is
some sequence thing they can play around
with it potentially get to some other
ones so I'll probably beat this up by
using like a three-digit random number
and I think I did a video on random
numbers too every time you submit or
edit a record that random number updates
itself so if you're using random numbers
you got to do this little trick that uh
that retains it uh you do that with
conditional but I won't get into that so
here they can do that and if this this
is my particular use case but you could
do other stuff with this
I don't know maybe you had a
some sort of promotion the cards they
pick up at the register and then someone
wins it and then then you can or a promo
code and they enter a promo code in in
some sort of coupon comes up or it talks
about what they might have won that
there's one other use case I'm sure
there's others now you want to be
careful to keep this tight
so if you're dealing with financial
stuff or other this may not be the way
to go but there are I'm sure use cases
and this could be
I mean you can even do invoices off this
uh this could be their company you're
going to click down details of that
company add an invoice or add an
employee or whatever in it and then say
grab make this associated with you know
the company
that would work too but also if they
forget it here's the admin side here's
where they can manage all the
this is a working process but they can
manage all kinds of stuff we're going to
take them through
applying to where I stare on a plane and
roster on a bus and all kinds of stuff
but if someone forgot it they could call
the admin or email and that admin can
just go look and there he is okay
you lost that email here it is and they
can send it to them again that's how
that works hope all is well thank you.