You can create a Form for any other Object. By clicking on the + Create button, a popup will appear where you need to insert the ‘Title’ of the Form. Click on the Next button to design the layout.
(+) Add Panel
You will get the (+) Add Panel option that can be used to separate the portal content (fields) into multiple sections to be displayed to the portal users in the customer portal. You can insert a relevant title to the panel to identify it. You will get the (+) Add Panel option at the bottom of the drag-drop area (Body).
By clicking on the (+) Add Panel a new panel will be added to the drag area (body) of the Form builder. You can edit the panel and update the “Panel Title”. After editing the panel title, click on the Save button.
You can drag and drop the layout to the body of the form builder. You can also use the sub-grid layout to display the form in the sub-grid view in the portal.
By clicking on the field Setting icon Sub Grid Configuration panel will open up.
Label: Insert the label for the sub grid section.
Select Relationship: Select the relationship (object) which you want to relate the object form with.
Select List: Select the list you want to display for that selected relationship type sub-grid.
Admins can manage sub grid access from the Access Settings, by checking/unchecking Creating, Editing, Deleting Records.
- Allow Creating Records:
Button Label: Insert the label you want to display for creating records on the portal.
Select Form: Select the form which will be displayed on the portal while creating records.
- Allow Editing Records:
Button Label: Insert the label you want to display for editing records on the portal.
Select Form: Select the form which will be displayed on the portal while editing the records.
- Allow Deleting Records:
Button Label: Insert the label you want to display for deleting records on the portal.
Submit Button Label: Insert the label for the submit button.
Enable Global Access: By enabling this feature you can allow portal users to access the global data, by unchecking it portal users can only access their records in the sub grid.
Note: If global access is enabled then the front side user will get a filter option to show My Records or All Records.
Enable reCAPTCHA: Enable the reCAPTCHA for the sub-grid in the portal.
Note: Sub grid option only available in edit and detail form type.
Under “Web Forms”, by selecting the ‘Object’, you can design the layout for the Add, Edit & Detail pages individually for a new page. You can simply drag & drop the required Fields into the ‘Form’ grid.
Here, there are two Copy options provided: “Copy to Edit” & “Copy to Detail”. You can copy the ‘Add’ form design for the ‘Edit’ form and ‘Detail’ form as well.
By selecting these options, you can copy the ‘Add’ form for the ‘Edit’ & ‘Details’ forms that will create the same design for the form layout and same Fields. If you are designing the ‘Edit’ form, you will get the ‘Copy to Add’ form.
When you are creating a new form and after inserting the Object Fields, you can easily change the position of those Fields just by dragging & dropping under the specific Form Grid.
You can also move any Fields to another ‘Form Grid’ easily by dragging & dropping that Field. Other Fields automatically adjust the position.