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1.1
1.1
  • 🏠Overview
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    • Registration Interfaces
      • ODK Collect App
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  • 🅿️Program Management
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      • ODK MTS Connector
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      • Integration with e-Signet
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    • 📔How-To Guides
      • Install WireGuard Client on Desktop/Laptop
      • Install WireGuard Client on Android Device
      • Create User and Assign Role
      • Create a Custom Group
      • Create Program
      • Create Self-Service Portal Form
      • Map Self-Service Portal Form
      • Self Register Online
      • Integrate with MOSIP e-Signet
      • Create ODK Form
      • Provide Form Access to Field Agent
      • Download Form on ODK Collect
      • Register Offline
      • Create MTS Connector
        • Create ODK MTS Connector
        • Create OpenG2P Registry MTS Connector
      • Create Eligibility Manager Types
        • Create Default Eligibility Manager
        • Create ID Document Eligibility Manager
        • Create Phone Number Eligibility Manager
      • Create Eligibility Manager under Program
      • Configure Proxy Means Test
      • Enrol Registrants into Program
      • Configure ID Types
      • Create Deduplication Manager under Program
      • Create Deduplication Manager Types
        • Create ID Deduplication Manager
        • Create Phone Number Deduplication
      • Deduplicate Registrants
      • Create Notification Manager Types
        • Create SMS Notification Manager
        • Create Email Notification Manager
        • Create Fast2SMS Notification Manager
      • Create Notification Manager under Program
      • Send Notifications to Individual Registrants
      • Configure Program Manager under Program
      • Create and Approve Program Cycle
      • Multi-Stage Approval
      • Create Entitlement Voucher Template
      • Create Entitlement Manager Type
        • Create Default Entitlement Manager
        • Create Voucher Entitlement Manager
      • Configure Entitlement Manager under Program
      • Create Payment Manager Types
        • Create Payment Hub EE Payment Manager
        • Create Payment Interoperability Layer Payment Manager
        • Create Default Payment Manager
        • Create Cash Payment Manager
        • Create File Payment Manager
      • Configure Payment Manager in Program
      • Prepare and Send Payment
      • Install SmartScanner App
      • Submit Reimbursement Using the Service Provider Portal
      • Reimburse the service provider
    • 📙Documentation Guides
      • Creating Diagrams
      • OpenG2P Module Doc Template
      • Writing Guidelines For How-To Guides
    • 👩‍💻Developer Zone
      • Getting Started
      • Installing OpenG2P On Linux
      • Technology Stack
      • Modules
        • G2P Entitlement In-kind
        • G2P SelfServicePortal
        • OpenG2P Program Payment: G2P Connect Payment Manager
        • G2P Notifications: Wiserv SMS Service Provider
        • G2P Registry: Rest API
        • G2P Formio
        • G2P Registry: Base
        • G2P Registry: Individual
        • G2P: Proxy Means Test
    • 📘Deployment Guide
      • Deployment on Kubernetes
        • K8s Cluster Requirements
        • K8s Cluster Setup
        • Rancher Server Setup
        • NFS Server Setup
        • SSL Certificates using Letsencrypt
      • Post Install Configuration
      • Access to Deployed Setup
      • Packaging OpenG2P Docker
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  • Pre-requisites
  • Steps
  1. Guides
  2. How-To Guides

Create Self-Service Portal Form

PreviousCreate ProgramNextMap Self-Service Portal Form

Last updated 1 year ago

Description

This guide provides steps for the Website Editor to create a general intake sheet. This intake sheet is filled by the applicant while applying for a program.

Pre-requisites

The user must have a Website Editor role.

Steps

  1. Navigate to the Website using the menu bar.

  1. Click on Go to Website to navigate to the website home page.

  1. Click on the + New button to create a new form.

  1. Click on Page to create a form.

  1. Enter the page title and click on Create button under New Page pop-up window.

  1. Drag and drop the Form in the Dynamic Content from the BLOCKS section

  2. The Edit tool appears. Click on the Form's Fields to enable the Style Section.

  1. Select Apply For Program and add more form fields using +Field from the STYLE section.

  1. In the Field section, select the type Existing Fields and select the fields of choice.

  1. To add fields that are not available under Existing Fields, use the type Custom Field and add desired fields.

  1. Click Save to add the field to the portal form.

  1. You can also create a form from an existing one on the portal by clicking the + sign on the menu and selecting the desired one.

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