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Add Visitor Rule

The "Add Visitor" rule is designed to grant external users, who do not have direct access to the BizzStream environment, temporary access to a specific layout and their associated data. When this rule is executed, it creates a key that can be sent using an email or shown in a pdf. This provides a secure link to access the configured layout.

How to Add and Configure the Add Visitor Rule

  1. Open the desired action by double-clicking it in the workflow.
  2. If required, scroll down to access the Rules section.
  3. Click the button next to Rules.
  4. The rule configuration pane will open.
  5. Select Add Visitor from the Type dropdown.
  6. Enter a readable Label for the action rule. This label will be displayed in the workflow rules.
  7. Enter a Description for the action rule.
  8. Configure the properties of the rule type as detailed below.
  9. Click Save to finalize the rule configuration.
  10. Finally, click Save in the action properties pane to apply the changes.

Properties

When setting up the 'Add Visitor' rule, you will need to fill in several required fields. These properties are further explained in the table below.

Field Required Type Purpose
Type Yes Normal field Specifies the type of rule.
Label Yes Normal field A user-friendly label for this specific 'Add Visitor' rule, which will be displayed in the workflow rules.
Description No Normal field A brief explanation or notes about the purpose of this "Add Visitor" rule.
Execute Condition No BizzStream expression A BizzStream expression that, if evaluated to true, will trigger the execution of this "Add Visitor" rule.
Visitor Name Yes BizzStream expression The name of the visitor who will be granted access. This should be a BizzStream expression resolving to the visitor's name.
Visitor Email Yes BizzStream expression The email address of the visitor to whom the access link will be sent. This should be a BizzStream expression resolving to the visitor's email.
Language Yes Normal field The language in which the visitor will experience the BizzStream interface and receive the email notification.
Locale Yes Normal field The locale settings (e.g., date and number format) for the visitor's experience.
Expiry date Yes BizzStream expression The date on which the visitor's access will expire. This should be a BizzStream expression.
Expiry time Yes BizzStream expression The time on the expiry date when the visitor's access will expire. This should be a BizzStream expression.
Skip Visitor OTP Authentication No Normal field If checked, visitors will not be required to enter a One-Time Password (OTP) for authentication when accessing the layout. Use with caution.
Layout Yes Normal field The specific BizzStream layout that the visitor will be able to access.