Set up an Open Form 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 Open Form Request Portal.

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Create a new Request Portal

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

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.

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

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.

Open Form Request Portal Fields

The form contains the following:

(A) General Settings
(B) Help and Contact
(C) Field Selection
(D) Custom Fields
(E) Customize Portal
(F) Request Routing - See Create a Rule to route the Request.

General Settings

Fields	Description
Portal Name	Enter the Request Portal name and the 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 Open Form.
Use Captcha	If you want a captcha to display on the Open Form, then click the toggle to be On. The captcha is used to stop Bots from entering requests into the form.
Entity	Select the entity/site that you want.
Contacts Only	If you only contacts only, then click the toggle to be On.
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 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.
Phone Field	If you want the field to be displayed, toggle this to On.
Required Phone	If you want the field to be required, toggle this to On.
Asset Label	This can't be edited.
Child Asset Label	This can't be edited.
Site Structure Label	This can't be edited.
Require Asset	Toggle this to On if you want to require the asset when submitting a Work Request.
Name Field	If you want the field to be displayed, toggle this to On.
Required Name	If you want the field to be required, toggle this to On.
Require Description	If you want the field to be required, toggle this to On.
Site Structure Enabled	This can't be edited.
Request Form Title	Enter the title of the form.
Welcome Message	Enter a short welcome message.

Custom Fields

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

Click the Add icon and the Custom Fields dialog displays.

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

If the custom field is required, then check the Required check box.
If the custom field is required on completion, then check the Required on Completion check box.
In the Hint Text field, enter a short help text.

Customize Portal

Click the Customize Portal button and the form displays.

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.