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 entity.
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.
‘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.
Send Email to Form Respondent for Form Widget
Admin users will get the Email Respondent option from the Form widget Configuration. There will be an option as “Send Email to Form Respondent”, by enabling this option you will get the following option to select:
Select Page: Select a page from the drop-down list to redirect to that page.
You need to select record links from the “Select Page“ that will convert into the page link which is sent in an email, and it will redirect the form submitter to the selected page.
Select Email Template: Select an Email Template from the drop-down to send an Email with that template details.
The Email template is according to the selected form’s entity, in the case of the parent-child relationship form the templates will be according to both the entities.
Note: If the page is “Add” type (to create a new record), only then an “Email respondent setting” will be shown in the From widget configuration.
If the page is also selected for the Before Login, the Email field must be in the form details that will be used to send the Email.
For the After login, the portal users will get the Form respondent mail with the form details in the Email that is used for the logged in.