How should I add a form in service portal

jieLian123
Tera Expert
I created a form in the platform side. how should I embed the form into a service portal page. can anyone help me.
1 ACCEPTED SOLUTION

Hi @jieLian123 ,

 

Possible to share a snip to understand the behaviour.

 

Thanks,

Danish

 

View solution in original post

10 REPLIES 10

I think it would be something like doing some menu or button click and then I should be able to see a form display  and submit a new record through a form.

Hi @jieLian123 ,

 

In that case u can use either a Icon link widget which will be something like below where once u click on that box it will navigate u to that form. within that widget u can add the URL as to where u want it to navigate. Sharing Snip for the same.

 

DanishBhairag2_0-1705302609308.png

 

The highlighted ones are widgets of type icon link widget.

U can press control +right click in order to get below option

 

DanishBhairag2_1-1705302698198.png

 

After clicking on page designer u will get something like below. Click on the pencil icon.

DanishBhairag2_2-1705302809806.png

 

After clicking on pencil icon u will get this form where u can provide the form URL.

DanishBhairag2_3-1705302906339.png

 

Thanks,

Danish

 

many thanks for the reply.

I have tried it.

When I set the URL with <tablename>.do and do the click, the form opened,

it seems working well for me.

But the back button on the upper left side of the form is working a little weird,

it goes to other pages out of the portal.

you have any ideas about it?

Hi @jieLian123 ,

 

Possible to share a snip to understand the behaviour.

 

Thanks,

Danish

 

sure.

here is a button I used to display the form in portal page.

 

jieLian123_1-1705367670251.png

and when I click it, the form shows just the same as traditional form in platform.

then I click the 「<」button , I was hoping it should go back to the portal page,

but it turns out that the platform page displayed(whatever it was showing).

jieLian123_2-1705367850990.png

maybe I should overwrite the redirection of「<」button through ui action?

sorry I cannot share the whole page due to the security restriction.