PCP – Industry Focus

Entry Forms Entry Form Designer Create custom web forms for creation of new cases Fully customizable in terms of design Automatic addition of Patricia related information in the form straight to the created case

Entry Forms Supports automatic Email Notifications upon submission Can be sent to either a specific Name Type on created case or specified email address Needs additional setup in “Email and Password configuration” portlet

Entry Form Creation Step 1. Define the role your form should apply to. If forms are already created for specified role they are available in the Dropdown

Entry Form Creation Step 2. Provide a name for the form and if it is meant to create a new case or update an existing on

Entry Form Creation Step 3. The Basic Parameters for Case Creation. If the form is set to Update, the mandatory fields shown will not be available

Entry Form Creation Step 3. (Optional) Email setup parameters

Entry Form Designer Step 4. Add fields to the form and create the design. Fields selected will be placed at the location of the caret in the designer section.

Entry Form Creation

Entry Form Adding the form to your pages Done through the Dynamic Create Case portlet Portlet can be added multiple times to a page The form to be displayed is set at the time of adding the portlet to the page

Entry Forms

Entry Forms Upon selecting the Form and Saving, the form will then be displayed in the portlet and cannot be changed.