Capturing user data from an embedded form

Hi @DavidAD, @brandiwoodson 

Authenticated forms are not supported because we cannot ensure end to end validity on a domain we cannot validate directly, CORS will not allow it, as frustrating as it is the alternative of allowing it can be a security risk.

It is possible to pass values into the embedded form but it requires using script editor web part instead of the standard embed form, see below my notes on this. 
 

Step 1: Enable custom scripting

Before you can add custom script web parts, ensure that custom scripting is enabled on your SharePoint site:

1. Go to the SharePoint Admin Center.
2. In the left-hand navigation, select "Settings".
3. Under "Custom Script", ensure that "Allow users to run custom script on personal sites" and "Allow users to run custom script on self-service created sites" are enabled. This change might take up to 24 hours to take effect.

Step 2: Install the modern script editor web part

The Modern Script Editor Web Part is a custom SPFx (SharePoint Framework) solution developed by the community. Follow these steps to install it:

1. Download the SPFx solution package:

   1. Go to the GitHub repository for the Modern Script Editor and download the latest release.

2. Upload the package to the app catalog:

   1. Go to your SharePoint App Catalog site. If you don't have one, you need to create it via the SharePoint Admin Center.

   2. Upload the .sppkg file you downloaded to the "Apps for SharePoint" library.

   3. When prompted, ensure you select "Make this solution available to all sites in the organisation" and click "Deploy".

Step 3: Add the modern script editor web part to your page

1. Navigate to the SharePoint page where you want to add the script.
2. Click "Edit" to modify the page.
3. Click the "+" button to add a new web part.
4. Search for "Script Editor" in the web part selection pane and add it to the page.

Step 4: Embed the form with your script

1. Once the Script Editor web part is added to the page, click the "Edit" button on the web part.

2. A text box will appear where you can paste your script. Here’s an example script to dynamically set the iframe URL and embed the form:
    

   <script type="text/javascript">
   document.addEventListener("DOMContentLoaded", function() {
       // Get the current user login name
       var currentUser = _spPageContextInfo.userLoginName;
   
       // Construct the Nintex form URL with the current user's login name
       var formId = "[EXAMPLE-7996-4f6f-bc71-900b558dc870]";
       var tenancy = "[Your Tenant].workflowcloud.com";
       var formUrl = `https://${tenancy}/embedform/iframe?id=${formId}&tenancy=${tenancy}&user=${currentUser}`;
   
       // Set the iframe's src attribute to the constructed URL
       var iframe = document.getElementById(`ntxFormContainer-${formId}`);
       if (iframe) {
           iframe.src = formUrl;
       }
   
       // Load the Nintex embed script
       var script = document.createElement("script");
       script.src = `https://${tenancy}/embedform/iframe/ntx-embed-iframe.js`;
       script.setAttribute("data-id", `ntxFormContainer-${formId}`);
       document.head.appendChild(script);
   });
   </script>
   
   <iframe id="[Your form ID]" scrolling="no" style="width:100%; border:none;" height="100%"></iframe>
   

3. In the code you will need to replace the placeholders with the embed code you can get from automation cloud on a publish, they are:
   1. formId marked by [EXAMPLE-7996-4f6f-bc71-900b558dc870]
   2. tenancy marked by [Your Tenant]
   3. id marked by [Your form ID] (yes this is the same as formId)
   4. note that the current user is being passed in from the _spPageContextInfo.userLoginName function
4. Ensure that the published form has a query string parameter variable set up
   1. In your Nintex form open the variable and create a new variable naming how you like
   2. Insert the following function getQueryStringParameter("user") as in the code we are passing current user as user as a query string:

      

      

       

   3. You can use a rule to fill out any form fields you want with the parameter.

      

       
   4. Save and publish all changes.

       

5. After that you should see the newly embedded form with the current user