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Set up a Secured Request Portal

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One of the ways to create a request is through a Request Portal. This allows your employees and requesters to go to a specifically created URL and submit a request.

In this article, we will show you how to set up an Secured Form Request Portal.

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Create a new Request Portal

  1. Navigate to Settings.
  2. Under the Tools and Support heading, click the Portal icon.  
  3. Click the Save drop-down and select New.

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The new portal settings screen displays and learn more about settings in Open Form Request Portal Fields below.

Remember, when you have finished your updates, you must click the Save button.

Edit a Request Portal

Your organization may have a couple of Request Portals set up, complete the following to edit a specific Request Portal.

  1. Navigate to Settings.
  2. Under the Tools and Support heading, click the Portal icon.
  3. From the Portal Name drop-down, select the portal name.

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The portal settings screen displays and learn more about settings in Open Form Request Portal Fields below.

Remember, when you have finished your updates, you must click the Save button.

Secured Form Request Portal Fields

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The form contains the following:

General Settings
Fields Description

Portal Name 

Enter the Request Portal name and name can contain only letters and numbers.

URL

This is the specific URL for your Request Portal and it will be automatically created from the Portal Name.

Portal Type 

Select Secured and this will make your employees and requesters log into the portal.

Portal Enabled 

Activate the portal; toggle this to On.

Portal Default Language

Select the default language.

White Label 

If you don't want the default Powered by Eptura label on your Work Request Portal, toggle this to On.
Help and Contact
Field  Description

Display Help Phone 

If you want to display the help phone number for the requester to call, then click the toggle to On and enter the phone number.

Display Help Email  

If you want to display the an email for the requester to email, then click the toggle to On and enter the email address.

Display Twitter Link

If you want to display the your Twitter handle, then click the toggle to On and enter the Twitter handle.

Display Facebook Link

If you want to display the your Facebook handle, then click the toggle to On and enter the Facebook username.
Field Selection
Field Description

Allow Asset Lookup 

Toggle this to On if you want to allow the requester to look up a specific asset.

Asset Label 

Enter in an asset label to rename an asset to a different term that may be more suitable to your business.
Child Asset Label  Enter in a child asset label to rename a child asset to a different term that may be more suitable to your business.

Require Asset 

If you want to require the asset when submitting a Request, toggle this to On.

Site Structure Enabled

If you want the site structure enabled, then toggle this to On.

Site Structure Label

When the site structure is enabled, then you can change the label.
Custom Fields

Custom fields can be added after the new Portal has been saved.

  1. Click the Add clipboard_e786e9c15aca64bc6e0bf6c1438c75335.png icon and the Custom Fields dialog displays.

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  1. Either select a custom field or create a new custom field.
  2. Click the Add button and the custom field displays.

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  1. If the custom field is required, then check the Required check box.
  2. If the custom field is required on completion, then check the Required on Completion check box.
  3. In the Hint Text field, enter a short help text.
Work Order Fields
  1. Click the Add New link and the Add Work Order Field dialog displays.

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  1. Select the work order field you want to add.
  2. Click the OK button.
  3. If you want another field, then repeat steps 1 to 3.

You can use the sort clipboard_ec9b2ad2f2d23a299b10c625a9f418c9b.png icon to reorder of the fields, and if you no longer need a field, then click the Remove clipboard_ef5880559a694914008f70879ae97fe30.png icon.

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Customize Portal

  1. Click the Customize Portal button and the form displays.

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  1. The following fields can be changed:
Field Description

Logo

Either use the default logo or upload your company's logo.

Favicon

Either use the default logo or upload your company's favion. The favion display in the web browser's tab.

Request icon

Select the request icon from the list.

Font

Select the font.

Show Text in All Caps

To show the text in all capitals, toggle this to On.

Header Color

Header Text Color

Either select the color from the color picker OR enter the Hex number or RGB number.

Menu Color

Menu Text Color

Either select the color from the color picker OR enter the Hex number or RGB number.

Body Color

Body Text Color

Either select the color from the color picker OR enter the Hex number or RGB number.

Footer Color

Footer Text Color

Either select the color from the color picker OR enter the Hex number or RGB number.

Button Color 

Button Text Color

Either select the color from the color picker OR enter the Hex number or RGB number.

Button Style

Select either Rounded Corners or Square Colors.

Hyperlink Color

Either select the color from the color picker OR enter the Hex number or RGB number.

Remember to Save

When you are finished editing the settings, then click the Save button.