Making a Custom Partner or Partner User Form Available in your Partner Portal

You can provide a custom form in any of your custom portal pages so it’s visible to your portal users. You can use these instructions to present any of your custom partner/user forms of type Partner Portal.

Add the Custom Partner/User Form dynamic content widget to a custom page in your site navigation to make a form available to your selected partners. You select one form for each instance of the widget. For more information, see Add Dynamic Content.

1. Navigate to Partner Portal > Custom Pages.
2. Select the required custom page from the list, or click Create Page to create one.
3. Edit the custom page to add the Dynamic Content widget to the required area.

4. Click on the widget and select the Custom Partner/User Form type for the widget.

   Tip: You may need to select More Content when searching for the widget.

5. Complete this information:

   Parameter	Description
   Select a custom form type	Choose the category of form from the drop down list (User or Partner)
   Select a custom form	Choose the form from the drop down list. The list shows all custom forms of type Partner Portal from the category you selected.

6. Click Insert to add the widget to the page.
7. Add other content to the page as required.
8. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.
9. Add the custom page to your portal site configuration. For more information, see Adding Custom Pages to a Partner Portal.

Your partner can now access the form from the page in which you provided it. They can enter the information you’ve requested, and click Save to submit it to your records.