Create a portal
1
Open request portals
In the left sidebar, click Request Portals, then click + Create Portal.
2
Name and brand it
Enter a Portal Title. Add a Logo URL if you want your logo on the form.
3
Set availability
- Portal Active: keep this on to accept submissions. Turn it off to pause the portal.
- Expires At (optional): the date and time the portal stops accepting submissions.
4
Choose who gets the requests
In Notify Full Users, select the full users that requests from this portal should be assigned to.
5
Choose the form fields
Under Configure Form Fields, turn each field on or off, and tick Required for the ones people must fill. The fields are Request Title, Location, Priority, Video, Asset, Description, Images, Files, Email and Phone.The Portal Preview on the right shows exactly what people will see.
6
Protect against spam
Under Additional Settings:
- Enable Captcha to block automated submissions.
- Max Requests Per Hour Per IP limits how often one device can submit.
- Max Submissions caps the total number of submissions. Enter 0 for unlimited.
7
Create
Click Create Portal.
Share a portal
1
Open the share options
On the Request Portals page, click Share on the portal’s row.
2
Choose how to share
- Copy Link to paste it into WhatsApp, email or a website.
- Download QR to print the QR code and stick it on walls, machines or counters.
- Open Link to see the live portal yourself.