Using the ‘From’ widget, you can select the created Forms under the Form builder to display the add/edit or detail page for a specific Object.
Form Configuration:
– Form Title: From the drop-down select the Form that you need to display.
– Select Form: Select the ‘Form’ from the searchable drop-down list to navigate the portal users to that page. Here you can select the 3-Types of the Form pages: Add, Edit & Detail.
– Edit Button Text: Insert text caption for the Edit button. i.e., Update Record, Edit Details
– Delete Button Text: Insert text caption for the Delete button. i.e., Remove Record
> ‘Add ’ Form type
– On Success: Select the URL for redirecting to the page after successful form submission.
– Submit Button Text: Insert the ‘Text captions’ for the Submit button (after inserting the details to be clicked).
– Design Layout: You will get the 3- predefined Design Layouts (Style) for the ‘From’. Select any design layout to display in the customer portal. You can preview the layout by clicking on it.
– Enable reCAPTCHA: If you have enabled the reCAPTCHA, you will get the “Enable reCAPTCHA” option in the Form widget.
By enabling the reCAPTCHA, the Form page will be protected from spam when submitted by the portal users. The portal users will get the reCAPTCHA V2 or V3 as you have configured in the “Portal General Settings” from the Settings → Portal Settings.
You can enable the reCAPTCHA for any other forms that will be accessible to the customer portal. You can manage the Edit/Detail page by configuring the Redirection and Text Label settings. Navigate to the Edit/Detail page and edit the form.
You can manage the Edit/Detail page by configuring the Redirection and Text Label settings. Navigate to the Edit/Detail page and edit the form.
> ‘Edit ’ Form type (Edit Form Configuration)
– Form Title: Insert the text label for the title of the form.
– Select Form View: Select the Page URL from the searchable drop-down to redirect the portal users to the editing page.
Success Settings
– On Success: Select the Page URL from the searchable drop-down to redirect the portal users once the form is edited successfully.
– Delete Button Text: Insert the text label for the Delete button.
– Redirect To: Select the Page URL from the searchable drop-down to redirect the portal users after deleting the record from the edit page.
> Exit Settings
– Cancel: Insert the text label for the Cancel button.
Design Layout: You will get the 3- predefined Design Layouts (Style) for the ‘From’. Select any design layout to display in the customer portal. You can preview the layout by clicking on it.
After configuring the Edit page details, click on the Save button and publish the page to apply the changes to the customer portal.
> ‘Detail ’ Form type
Edit Detail Form Configuration
– Form Title: Insert the text label for the title of the form.
– Select Form View: Select the Page URL from the searchable drop-down to redirect the portal users to the detail page.
– Edit Button Text: Insert the text label for the edit action from the detail page.
– Redirect to: Select the Page URL from the searchable drop-down to redirect the portal users to the form editing page.
– Delete Button Text: Insert the text label for the Delete button.
– Redirect To: Select the Page URL from the searchable drop-down to redirect the portal users after deleting the form from the edit page.
– Design Layout: You will get the 3- predefined Design Layouts (Style) for the ‘From’. Select any design layout to display in the customer portal. You can preview the layout by clicking on it.
After configuring the Edit page details, click on the Save button and publish the page to apply the changes to the customer portal.