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Setting Up the Action Form

The Form action and the Form Link action are designed to work together.

The Form defines the structure in which users can enter information, while the Form Link provides the navigation path that leads users to this form from another dataset.
Both actions must be configured in combination to ensure that forms can be opened, filled out, and processed correctly within Business Portals.

Follow these steps to set up a Form:

  1. Start as a Business Portals administrator in the role center.
  2. Open the dataset through the menu by opening Portal Setup and clicking on Dataset. Alternatively, you can find the Business Portals dataset using the search.
  3. An overview of the available datasets will be displayed.
  4. Select the dataset to which the web content type Form has been assigned, or create a new dataset that will be used as a form.
  5. In the dataset table, open the Actions from the menu.
  6. Create a new action by clicking on the Action Code and selecting +New.
  7. Assign a unique code and a description that is for your reference only.
  8. Set the type to Form here.
  9. The creation of the form is done using one of our codeunits. Select the codeunit 5138156.
  10. You can set the size of the button by selecting a Size.
  11. In the Action fact box, you can choose a Business Type or make other settings.
  12. Close the page to return to the Action Overview.
  13. You can set up Input Fields for your form.

The Form Link action is used to link a dataset to a form. It serves as the jump-off point from which users can navigate from the current dataset to another form. This connection is necessary to enable targeted redirection and to further process or display content based on the form.

Follow these steps to set up a Form Link:

  1. Log in as a Business Portals administrator in the Role Center.
  2. Open the dataset through the menu by selecting Portal Setup and clicking on Dataset. Alternatively, you can find the Business Portals dataset using the search function.
  3. An overview of the available datasets will be displayed.
  4. Select the dataset that should be linked to a form.
  5. Click on Actions in the dataset table menu.
  6. Create a new action by clicking on Action Code. A dropdown menu will open, where you can click on +New.
  7. Select the type Form Link.
  8. Close the window.
  9. Now select an existing caption or create a new, appropriate Caption.
  10. You can determine the size of the button by choosing between Small or Large.
  11. The Form and Form Link now have to be linked together.
  12. Open the FactBox in Actions by clicking the “i” icon in the top‑right corner.
  13. The FactBox with the available settings will appear. Open the settings and navigate to the Form Link section.
  14. Select the previously created Form dataset to establish the connection between the Form Link action and the form.

See also