Minimum Software Version8.18.10
Solution(s)Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

The Input Form portal component allows portal users to create new worksheet records directly from a portal page, enabling structured data entry into the platform.


The Input Form component provides a controlled way for portal users to add new records to an existing worksheet. Each input form must be linked to a destination worksheet that already exists within the project.

By default, portal users can populate all fields in the worksheet when creating a new record. To restrict or guide data entry, administrators can create a form in the Worksheet Editor that includes only the fields intended for portal user input. This ensures consistency, accuracy, and appropriate access control.

Step 1: Prepare Worksheet and Form

Before configuring the Input Form component:

  1. Ensure the destination worksheet has been created in the project.
  2. (Optional but recommended) Create a form in the Worksheet Editor containing only the fields portal users should complete.

Important:
A worksheet is mandatory. Forms must be created in advance to be selectable in the Input Form component.

Example:
Create a worksheet named “Client Submissions” and a form that includes only name, document description, and submission date fields.

Step 2: Add an Input Form Component

  1. Open the Portal Builder.
  2. Add the Input Form component to the desired portal page.
  3. Open the Properties tab to configure the component.

Step 3: Configure Input Form Properties

Configure the following options:

OptionExplanation
HeadingHeader text for the Input Form component (maximum 20 characters).
Button labelText displayed on the Input Form button (maximum 100 characters).
WorksheetRequired. Select the destination worksheet.
FormSelect a preconfigured form to control which fields portal users can fill in.
Primary sort field: FieldChoose a field for primary sorting logic.
Primary sort field: OrderSet sort order as A–Z or Z–A.
Button formatDisplay the input form trigger as a button, large button, or card.
IconChoose an icon to represent the input form section.
Background colorSelect a background color from theme options or define a custom color using a color wheel, hexadecimal, or RGB code.
Content alignmentAlign the component left, center, or right.

Example:
Configure an Input Form with the heading “New Entry” and a large button labeled “Add Record”, using a restricted form view.

Step 4: Portal User Input Experience

When portal users click the Input Form button:

  1. The Add Form dialog box for the selected worksheet opens.
  2. Portal users complete the available fields as defined in the form.
  3. The entry is saved directly to the designated worksheet upon submission.

All newly created records follow the worksheet’s structure and validation rules.

Example:
A portal user submits a new client update, which is immediately saved as a new record in the “Client Submissions” worksheet.

Display example of 'input form' component: 


Use the Input Form component to streamline structured data collection from portal users while maintaining consistency and control through worksheet forms.