Adding a Custom Header to a Form

You can create a header for each of your portal forms (Form Type = Partner Portal). This allows you to add additional information to the top of your forms - for example, you might want to add some guidance text to help your users complete the form.

To add a header to a portal form:

1. Open the form you want to edit - see Access a Form for Configuration. The form must be of type Partner Portal - you can't add headers to forms used in Unifyr Admin.
2. Go to the Other tab.

3. In the Help Text field, enter the text you want to appear at the top of the form. The field accepts rich text, so you can format the text, and add links, tables, lists, etc. as required.

   

4. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.

   When a user opens the form in the partner portal, the help text is shown at the top of the form.