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(question) Overview

Add Form to Portal

Users access forms from Page Parts. Elsewhere in this knowledge base are detailed instructions about how to add Pages and Page Parts. Add Form to Portal is a shortcut that simplifies the process. Later on, you can edit the page part to modify the settings as may be desired.

Info

Note: Only forms of the type "List" can be added this way. The "Add Form to Portal" feature is not available for forms that are of the type "Announcements".

☑️ Requirements/Dependencies

  • Login with ShareVision Administrator permissions.

\uD83D\uDCD8 Instructions

InfoHighlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu

  1. Click on your name in the upper right hand corner of your ShareVision site.

  2. On the menu that appears, select Site Administration.

  3. The Site Administration Home page will be displayed. Select Forms under Site Content.
    The page loads existing forms grouped by ShareVision Forms and User Forms. In the User Forms section, find the form that you wish to add to a portal.

  4. Click the 3 dots to open the menu. Select "Add Form to Portal".

  5. Choose a Portal - In the drop down menu select the desired Portal, then click Next.

  6. Choose a Heading - In the drop down menu select the heading that the form will be under, then select Next.

  7. Enter a Page Name that appears in the quick start, then select Next.

  8. Page Part Details
    Page Part Name - Type in a name that will appear at the top of the page part.
    Form Fields - Select the fields that should display in the page part.
    Select Finish

  9. You will end on your newly created page part.

Info

Click on the page part cog if you want to adjust the page part settings.

Info

Default Settings for Page Parts added this way:

  • If form contains Service or Client and is added to the Service or client portal, the filter field will be correctly set to match the portal, and the Form Service Filter or the Form Client Filter will be correctly set.

  • Properties will be set to show 10 items per page with sort set to descending on the Created field.

  • Page Part Buttons will include New and Edit.