1. PCP – Industry Focus

2. 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

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

4. 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

5. 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

6. 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

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

8. 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.

9. Entry Form Creation

10. 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

11. Entry Forms

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