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Map Self-Service Portal Form

Description

This guide provides steps to map the portal form for an existing program. This form will be used by the beneficiary on Self-Service Portal to apply for the program.

Pre-requisites

The user must have a Program Manager role and the program has been created using the steps from the Create Program guide.

Steps

  1. 1.
    Navigate to Programs from the main menu.
  1. 2.
    Click on Configuration.
  1. 3.
    Select Portal Pages from the dropdown.
  1. 4.
    Select the desired form and check the box Is Portal Form.
  1. 5.
    The previous step will take you to the Website Pages/Program Application. Check the box Is Portal Form and click on Save.
  1. 6.
    Navigate to Programs from the main menu.
  1. 7.
    Click on the desired program.
  1. 8.
    In the selected program view, select Map Portal Form tab.
  1. 9.
    Check the box Multiple Form Submissions and select the desired portal form from the Program Form dropdown. Click on Save.
  1. 10.
    The portal form is now mapped to the program.
Copyright © OpenG2P. This work is licensed under Creative Common Attribution (CC-BY-4.0) International license unless otherwise noted.