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Setting Up the Action Form

The action type Form is used to capture structured inputs from users in a clear and organized manner.

  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.
  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.

See also