Add Form to Portal

Table of Contents

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.

Requirements/Dependencies

• Login with Site Administrator permissions.

 Instructions

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

Open

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

Open

4. The Site Administration Home page will be displayed. Select Forms under Site Content.

5. 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.

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

7. You will need to either select the existing Portal that you would like to add the form to or create a new Portal.

   1. Selecting an existing Portal can be done by either selecting the Portal on the left hand side or by selecting it from the drop down list:
      
      

       

   2. To create a New Portal, select the Create New Portal option in the drop down list
      
      

      
      Next, enter a name in the Portal Name field and choose a Portal icon

8. Once you have selected an existing Portal or entered the information to create a new Portal, select Next

9. When adding the form to a Portal, you will need to either choose an existing Heading where the form will be added or create a new heading.

   1. To select an existing Heading, select the heading from the drop down list:
      
      

   2. To add a new Heading, select Choose or Create Heading from the drop down list:

      Next, enter the name of the new Heading in the space provided:

10. Next, the page that the form will be added to either needs to be selected or a new page needs to be added.

    1. If you selected an existing Heading in the previous step, the list of pages for the selected Heading will be displayed on the left side in the Quick Start menu area. You can select the existing Page on the left or you can select an exiting page from the drop down list:

       
       Alternatively, you can select Create Page to create a new Page for the form by selecting Create New Page in the drop down list:

       A field where you can enter the New Page Name will be displayed. Enter the name:

        

    2. If you selected to add a New Heading in the previous step, under the New Heading section, the Choose or Create a new Page will be displayed and the Create New Page will be automatically selected. Please name the page in the New Page Name field:
       
       

11. Select Next on the form.
    
    

12. Next, complete the Page Part Details

    1. Page Part Name - Type in a name that will appear at the top of the page part.

    2. Form Fields - Select the fields that should display in the page part.
       
       

13. Select Finish.
    
    

14. The form in the Portal, under the Heading and with the Page and Page Part that you set up will be displayed.

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