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1. Click Configure > Web Forms > CREATE Web Form.
   
   
   
   
2. On the Create Web Form window, provide a unique Web Form name and brief description.
   
   
   
   
3. Select the type of form you want to create from the Select Type - Web Page and Transaction/Template

   Web Page: Select this option to use web form as a submenu in the existing tabs.
   Transaction/Template: Select this option to use web form in a Template or Transaction.
   
   

4. Depending on the chosen form type, the next step differs. If you have selected Web Page then you need to design the form. However, if you have selected Transaction/Template option then you need to provide the relative URL of the custom web page.  

    

   Expand
   title Web Page
   Provide the relative URL of the Web Page in the Web Page URL.

   Expand
   title Transaction/Template
   Provide the relative URL of the Web Page in the Transaction/Template Page URL.

5. If you have selected Web Page as a form type, Define Navigation will appear.  

   1. Select whether you are creating this form for the Company or for Partner.

      Option Name	Description
      For company	Only Company can access this form.
      For partner	Only Partners can access this form. On selecting this option, you need to select the Network. Only Partners of the selected Network can be granted an access to this form.

   2. Select the place where you want the form from the Navigation Path. Depending upon the chosen navigation, the form will appear as a submenu on the selected screen.  

      Navigation Path	Description
      Partner	Adds as a new menu option in the Partners tab.
      Transaction	Adds as a new menu option in the Transaction tab.
      Dashboard	Adds as a new menu option in the Dashboard tab.
      My Solutions	Creates a new tab (My Solutions) automatically before the Partners tab.
      Publish as Link	Generates a URL to access Web Form.
      Action	Select this option to publish Web Form in more options More action of the selected pages.

      Info
      The options differ depending on the chosen option (For company or For partner).

      Info
      You can publish the Web form to More action of the listed activities in Dashboard, Advanced Text Layout, Advanced Text Layout, Excel Layout, Positional Layout, and Text Layout by selecting Action as Navigation path.

   3. If you have selected the Navigation Path as Action, select the pages from Select Section(s)/Page(s) drop-down list to publish the Web Form to in More action of selected pages.
      
      
      
      

      Info
      You can select number of pages to publish the Web Form to More action.

   4. You can select and open the Web Form by clicking more the link in More action of any activities of the particular page. For example, published the web form 'CustomWebForm' in Dashboard.
      
      Image Added
      
      
   5. Type the name in the Link Name. The form will appear with this specified name as a new menu option in the selected Navigation Path.
      For instance, if you have selected Partner in the Navigation Path and Partner Details as a Link Name then Partner Details will be displayed as a new menu option in the Partners tab. 
      
      
      
      
6. Select the project from Select Project drop-down list.
7. Click Save.

8. Click Yes, turn On when prompted to confirm to activate the form.

   

   This creates and activates your web form.