Creating a Form Portlet

To create a form portlet without customizations:

  1. In DivePort, browse to the page where you want to add the portlet.

  2. On the DivePort toolbar, click Edit to unlock the page and enable edit mode.

    The Edit menu item is replaced with edit tools, including a page context menu chevron.

  3. On the toolbar, click the chevron.
  4. On the page context menu, click Add a Portlet.

  1. In the Add Portlet page, under Documents and Input, double-click Form.

    The Edit Form Portlet Closeddialog box opens.

    Edit form portlet dialog box.

  2. In the Repository box, select the input table or document library you want to use.

  3. Select an option in the Use this form to section to determine how the form portlet is used and how it affects the underlying repository:

    • Add many rows one after the other allows you to populate an input table or document library with multiple records.
    • Add one new row and continue editing it adds a new row to the input table or document, and leaves the form populated, which allows users to continue editing the form data.
    • Edit row with this ID populates the form with the values for the specified row, which allows users to edit and update those values.

  4. Select an option in the After submit section to determine what happens when a user clicks Submit:

    • Remain on this page stays on the page to allow users to continue using the form.
    • Redirect to the page with this ID opens the page with the specified ID. Use this setting when the form submission affects values on the target page.
    • Pass form values to QuickViews on the next page populates the QuickViews on the landing page with the form values. Use this setting to use the form as a filter on the landing page.
    • Pass all form values specifies that all form field values are passed to the target page.

    • Select form values to pass (available when the Pass all form values check box is cleared) opens the Select form values to pass dialog box in which you can specify which form field values are passed to the target page.

      NOTE: When you select Pass form values to QuickViews on the next page, DivePort selects Pass all form values by default. If you want to limit the values that are passed, clear the Pass all form values check box to enable the Select form values to pass option. For more information, see Form Portlet Options.

  5. Click OK.

The Closedform appears on the page. After a user fills out the form and clicks Submit, the form content is validated and written to the target input table or document library.

Custom Form Portlets

The Edit Form Portlet dialog box has a set of advanced options you can use to customize the form:

  1. Click Advanced Options.

    The Advanced Options Closeddialog opens, showing form-specific configuration options.

    An example of an edit form, advanced options dialog box.

    • Use form—Select the form that you want to edit.

    • Edit forms—Click to open a Closedcontext menu that you can use to add a new form or edit, copy, or delete a selected form. You can also make the selected form the default.

      Edit Forms dialog box.

    • Prepopulate form with these values—If you want to edit default property values, update the Value column. You can use macros for property values.
    • Label for form’s submit button—If you want to change the label on the submit button, enter an alternative label in the text box.

    • Display a read-only version of form—Prevents the user from submitting data using the form under certain circumstances. For example, display a read-only version of the form when the following condition is true:

      $(QUICKVIEW_VALUE "Status") is equal to "Complete"

  2. Click OK.

  3. The form is added to the DivePort page.