Collect responses using dynamic web forms embedded on a Portal.
Step 1: Go to Admin / Portals / Forms from the main navigation.
Step 2: In the Add Form section, enter your preferred Name and click Add.
Step 3: Click on the newly created form in the table.
Step 4: Edit the Form based on your desired options:
- Name - enter a form name.
- Description - enter a form description.
- Default Language - choose the language for the form.
- Reference - choose a unique code for the form (auto-generated).
- Portal - choose the portal to host the form.
- Status - draft, private, or public.
- Redirect on Submission - after submission, redirect users to this link (can be external or to a Portal post).
- Expires On - restrict submissions after this date (or leave blank for never).
- Notify - comma-separated list of emails to receive form submissions.
Step 5: Add each desired Field using the Add a Field section. Once added, you can change the Field name, configure additional options, and drag-and-drop the fields positioning.
Step 6: Click on the Public or Private Link or QR Code to go to the form.
- Form submissions will appear on the same screen under Submissions.
- Include the link in any message templates (such as a Flow or Bulk Action).
- Forms can also be triggered automatically using the "Form created" trigger in Auto Messages.