Required E-forms are forms the outside user must fill in before the portal counts as complete. Each one appears in the portal's Required E-forms panel with a Fill Out Form button. The form opens inside the portal, and saving it creates an E-form document in the Record just as it would inside DocMgt, including any Route On Save or post-save Action Set the form has.

Only E-forms marked External (Public) are offered here, because the outside user has no DocMgt login.


Title

The heading of the Required E-forms panel in the portal. Leave it blank for the default title.


Panel switches

  • Dynamically Adjust Portal Completion Status to Existing E-forms — when ON, the portal checks the Record each time it loads and marks a required E-form complete if a matching E-form document already exists. An E-form that was completed but is later removed or renamed goes back to not complete. When OFF, an item is only complete once it is saved through the portal, and when editing a portal you can click the check icon next to an item to change its completion by hand.
  • Progress from E-form to E-form as they are completed — when ON, saving an E-form immediately opens the next unfinished E-form in the list, so the user moves through the forms without returning to the panel between them.
  • Allow E-forms to redirect the portal using their After Save / Cancel URLs — an E-form can carry a Public Save Redirect URL and a Public Cancel Redirect URL. Inside a portal those are ignored by default: saving marks the form complete and stays on the portal, and canceling closes the form. Turn this ON to let them work. Saving then records the form as complete and sends the browser to the form's save URL, and canceling sends it to the cancel URL, leaving the portal in both cases. Forms with no URL behave as before. Leave this OFF on portals with several required items, otherwise the user is sent away before the portal is finished. It does not affect buttons on the form that open a URL.


Choosing and ordering forms

The Public E-forms list on the left shows every E-form that can be required. Click one to add it to the E-form Order list on the right. Forms appear in the portal in that order; drag an entry to reorder and click the delete icon to remove it.


Per-form icons

Each entry in the E-form Order list has a row of icons.

  • Completed check — shows whether the form has been completed. On a portal with the dynamic adjust switch OFF, click it to mark the form complete or not complete.
  • Existing E-forms are used to fulfill this requirement — when ON, an E-form of this type already in the Record satisfies the requirement and the user opens that existing form rather than a blank one.
  • Users can change their E-form after they have saved it — when ON, the form stays available after it is saved and its button changes to Update Form, so the user can come back and change their answers until the portal closes. When OFF, the form moves to the Completed list and cannot be reopened from the portal.
  • Configure Dependencies — opens the dependency editor described below.


Dependencies

  • Form Dependencies — the form is not shown until the listed E-forms have been completed in this portal. Use it to hold back a form until the user has reached a certain step.
  • Value Dependencies — the form is only shown when the Record has the listed values. Enter a Field Name and a Field Value, or a Field Value and a Field Value To for a range.
  • Repeated Item — repeats this E-form once for each Record in a comma-delimited list of Record IDs, and stores each copy in its own Record. The list can be built with variables, for example a DMGET lookup joined by commas. The Description can use variables to pull values from each linked Record so the user can tell the copies apart.


Forms whose dependencies are not met do not count toward the completion percentage. Repeated forms never count toward it.