An access application link allows you to define a series of pages that will collect information from data providers. You can then send the link with data providers, use a QR code, or embed the link in your webpage.
- Navigate to your access application, press the dropdown arrow and scroll down to the bottom, and click on Create New Link in the bottom left corner
- Specify the information that you want to collect on the first page of the form that the data provider will be presented with:
|Page name||The name of the page. Appears as a heading at the top of the page|
|Page description||A text description providing instructions to the user about what to do on this page|
|Schemas||A list of schema to present to the user on the page|
|Allow multiple||Whether to allow multiple instances of the information to be provided by the user. For example, if you are asking for address information on this page, then you may wish to allow the user to provide multiple addresses. If |
|Filter||Whether to require the user to provide only one of the listed schema, or any of the available schema. For example, if there are two schema (an ID card and a passport), choose |
|Optional||Whether to require the user to provide the information on this page. Select if you wish to allow the user to skip this page.|
|Save||Whether to save the information to the user's profile. Usually you would want to select this so that the user can use the information in the future when sharing their information with other applications. However if the information is only relevant to this particular application instance then do not select this. Some examples of questions that shouldn't be saved on the user's profile: "What is the purpose of this loan?", "Please tick to acknowledge you have read our terms and conditions"|
|Service provider-related||Whether to link the information to a specific service provider. Select this if the information relates to your relationship with the data provider. Some examples of questions that are service provider-related: "Please indicate if you wish to receive marketing material from us", "Enter your customer number"|
Once you have filled out the form, click Submit
You may want to create multiple pages as the settings for one page applies to all the schema on that page
Click the "Add another access application page" button to continue adding access application pages.
Once you have created all the desired pages press Next to continue.
Add a description for the link that are creating. When finished press Create
To check your link has been created, scroll down to the bottom of the page, and under the default application link, there should be your newly created link