# 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.

## Prerequisites

The user must have a Website Editor role.

## Steps

1. Navigate to the *Website* using the menu bar.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-4ce2d4ffa02708e69a73561bbe06968496933405%2Fwebsite-openg2p.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-d933411bb4cd5a1de088ea5912c7b312eb4b5181%2Fgo-to-website-openg2p%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-53d352de5daae58a63dcf182922e2c60a93a182a%2Fcustom-form%20(1).PNG?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%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://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%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://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%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://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-baaf1968685965f02f49b1bd6832d042462e637a%2Fadd-fields-in-form.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-b69c1b2816890583b5ea90dea45f65b46118cfb0%2Fadd-existing-fields-in-form.png?alt=media" 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://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-bcdd160d0f2bb9965f8a48368bcf36bcfbcf2e81%2Fcustom-form-custom.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-59d5105e17d842bf1259e19dacc4e690f191638a%2Fcustom-result.PNG?alt=media" 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://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-f8b82dfb9f3260da6a0b6845b11326abbaa0beeb%2Fedit-existing-form.png?alt=media" alt=""><figcaption></figcaption></figure>
