# 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://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/aajx3g9fXwucGraCi7sz/website-openg2p.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/epe85Os93qdaTCPBGR8k/go-to-website-openg2p%20(1).png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/mZ9gBGS4RrOxTN3grJzp/custom-form%20(1).PNG" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/vc6xMIlY5qBC5uZKtm71/page-form.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/pql3Zzukk2mffdyhiVsU/new-page.png" 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://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/n33yI0Xh24prX62jLJ64/drag-and-drop.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/nWWj4h62Dp2DqTbNjTi2/add-fields-in-form.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/G2peVm8jFFLCnPS5czhB/add-existing-fields-in-form.png" 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://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/sy3gLfEh7QZELwebmKN3/custom-form-custom.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/2ejtnxoXTu9DWmzrS0q1/custom-result.PNG" 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://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/qheCxtNulgT7EKD5dzE8/edit-existing-form.png" alt=""><figcaption></figcaption></figure>
