Creating a Custom Form for the Partner Portal

You can create custom forms to collect partner or partner user data in your partner portal.

1. Navigate to   > Settings > Forms & Fields.
2. Choose the category of form you want to create. Custom portal forms can be created for these categories:
   • Partner
   • Partner User
3. Go to the Forms tab.
4. Click Create Form, then choose Partner Portal from the dropdown menu.

5. In Create Form, click the pencil icon next to the title to add a new title for the form. Click Save to save the title.

   Note that the label next to the name reads Partner Portal. You can add this form to your partner portal so that partners can submit information to you. For more information, see Making a Custom Partner or Partner User Form Available in your Partner Portal.

6. In the Fields tab, Available Fields shows the fields that can be added to the form. Some Unifyr core data fields, and your custom fields from the same category as the form, are listed.

7. Use one of these methods to add a field to the form:

   • Drag and drop the required field from Available Fields directly to the required position in Selected Fields.
   • Click the Add icon to move the field from Available Fields to Selected Fields. The field is added to the bottom of the list - you can drag it to the required location.

   Update the Display Name, and the Required, Read-only, and Display Condition properties as required. For more information about the properties, see Form Configuration.

8. To remove a field, select it in Selected Fields and click the X.

   Note: If the field shows a padlock icon, rather than an X, you can't remove it. This field is required by Unifyr at a system level.

9. [Optional] You can add a custom header to the form - for example, some guidance to help partners use it. Go to the Other tab and add the required text to the Help Text field. For more information, see Adding a Custom Header to a Form.
10. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.