# Create Self-Service Portal Form

## 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.

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2FTzBxh0j0TfjBmZxfBRc6%2Fwebsite-openg2p.png?alt=media&#x26;token=aedcca90-f4f5-44e5-be39-2649cc90222c" alt=""><figcaption></figcaption></figure>

2. Click on *Go to Website* to navigate to the website home page.

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2F0W2hdewQCL2I6NR4LDdc%2Fgo-to-website-openg2p.png?alt=media&#x26;token=60313844-c901-46a6-80b5-69e9598cff7d" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2FlLlRBWr1NsiyNUk7BJit%2Fcustom-form.PNG?alt=media&#x26;token=257a11d7-e313-4a93-abde-18ca85481724" alt=""><figcaption></figcaption></figure>

4. Click on *Page* to create a form.

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2Fgit-blob-bd9a8a2bb7cec9d77fa0f38228af6e4ba9634818%2Fpage-form.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2Fgit-blob-ca74cefbc43e00d2fcf8d27cf2175c94ff6e30ee%2Fnew-page.png?alt=media" alt=""><figcaption></figcaption></figure>

6. Drag and drop the *Form* in the *Dynamic Content* from the *BLOCKS* section
7. The *Edit* tool appears. Click on the *Form's Fields* to enable the *Style Section*.

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2Fgit-blob-d0f6a05356187c9c3d7bd2e9a0561f4d10fb6217%2Fdrag-and-drop.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2FBbUOvqrcd8TLhgUz9sTq%2Fadd-fields-in-form.png?alt=media&#x26;token=5ae52a92-65cc-4c61-8eb4-d69c149b0be3" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2FmpyOoWxr3fJREuIER78y%2Fadd-existing-fields-in-form.png?alt=media&#x26;token=7d746034-2e0b-431e-92d8-48c60229223f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2F4GVTblyQt5HaEqr5Ycvd%2Fcustom-form-custom.png?alt=media&#x26;token=4194cf14-fe62-4eef-a0c6-b8d5926c04b6" alt=""><figcaption></figcaption></figure>

11. Click *Save* to add the field to the portal form.

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2FEqucdHrzQadgIR718gr1%2Fcustom-result.PNG?alt=media&#x26;token=5e3395e6-29ce-4541-bcb4-6c9e98c0b1ac" alt=""><figcaption></figcaption></figure>

12. 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.

<figure><img src="https://1098398587-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYPoyCjtgyun9HOF3pnQT%2Fuploads%2FJJIeMwtyXCivRPUosSwD%2Fedit-existing-form.png?alt=media&#x26;token=1caa2723-38ae-41ff-88a9-457b71a4107b" alt=""><figcaption></figcaption></figure>
