Create a New Form

You can create a Form for any other module. 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. [1]

 

(+) 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. [2]

 

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. Under the “Layout” tab, the different layouts (body) are provided to manage the Fields & display the portal content as you want it to be displayed. You need to add the layouts (grids) by drag & drop only into the panels. [3]

 

Under Web Forms, by selecting the ‘Module’, 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. [4]

 

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. [5]

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