Web forms and the portal

Forms anyone can fill in on your website or any site to add records, and a portal where your customers see their own records.

Web forms

Open a model's Web forms tab and press New web form. Choose:

• the title and a few words at the top;
• the fields (tick them, drag to order, mark required ones);
• the thank-you words, or a page to go to after;
• the stage new records start in, their owner, and who is told;
• whether the person gets a copy by email, and whether the record is linked to the customer with the email they gave;
• the websites it may be shown on (empty: any).

Each form gets its own page you can share. Embed gives one line of code for any website (it grows with the form), or a frame. On your Ellibo Website, paste that line into a block that takes your own code, or link a button to the form's page.

Forms are protected against spam with a hidden trap field, a time check and a limit on sends per hour. A form can start automations (When a web form is sent).

The customer portal

In Settings > Customer portal, turn the portal on and add a few words for the sign-in page. Then, in each model's Settings, tick Customer portal.

A customer opens the portal link, enters their email and gets a sign-in link (it works once, for an hour). They see - read only - their own records of those models:

• records whose customer has that email, and
• records whose Email field marked Customers with this email see the record on the portal holds it.

They see the fields marked for the portal (or, if none are marked, the plain fields - never files, people or rich text). Each visit lasts two hours.