How To: Configure Events with BankID

If your organization is looking for a way to invite users to initiate or add supplementary information to a process without a license, BankID may be the solution. External users usually access a form via a web link. By using BankID, organizations can rest assured that the form is filled out by the correct participant.

This article will explain how to set up BankID in start events and intermediate events.

Setting up BankID

Because BankID is a licensed software it must be enabled by InRule before you can access it. To start using BankID, please contact your customer representative. Once the feature is enabled, you will be able to see BankID in the process modeler.

Configuring BankID

In the process modeler, a new custom type is visible on start events and intermediate events. The symbol is a shield, indicating that the external event will be protected. Depending on the configuration of your contract, different external authentication services will be available, in this example, BankID is the only external authentication service.

Which users will verify themselves with BankID?

External links

Users accessing the form via an external link will need to use BankID to access the form.

Start Events within Process Automation

Users accessing the form inside of Process Automation, either via a start instance or via an intermediate event from a task, will not be asked to use BankID to access the form.

Creating the external link

External links are created in the Application configuration pages.

Navigate to the External users tab.
Select the events that you wish to make external. In the example, the process only contains one Start event and one Intermediate event, and both check boxes have been selected, which has automatically generated the links.

It is now possible to use these links, and when they are accessed, the user will be required to use BankID to verify themselves before getting to the form.

Tips for working with External Authentication

To update the page that is shown after the user has submitted the form, select Edit Start Message.
It is possible to send the link as-is in an email from the process. Just copy the address and paste it into the email, and the end of the string $instance=id$ will automatically update to the correct instance id. To learn how to configure message events, check out the article Configuring Events.
It is possible to iframe links to external events. To learn how to configure URLs for this purpose, see the article, How to Embed Forms as iFrames.

Using Information from BankID in a Form

It is possible to write information from an authentication event in forms. This includes the name and personal identity number of the authenticator and the date and time of the authentication.

Open the components tab in the lower left corner of the modeler.
From the asset browser, drag the script task Set verification data as field value to the modeling space.
Drag a Data object on to the script task.
Create an output from the start events form to the script task.
Double-click on the script task to open the options window for the script task.
Under the Script task tab, select Configure scripts.
In the Configure script task window under the Field to set value in section, select the field that will be completed with the information from the BankID authentication.
Under Source to get value from select the information you want to collect from the BankID authentication. In this example, The value in the field Time of authentication from the application form will be written in the Date field in the approval form.
(Optional) You need to add a script for each field you would like to use from the BankID authentication. Click on Add script and repeat steps 7-8.
Save your changes.
Continue to model your process as usual.