Path: Admin > Form Attributes > Service Request Portal
The Service Request Portal module is available for you to create your own Service Request .html pages with simple drag-and-drop blocks that you can arrange to suit your needs.
The pages are fully WCAG 2.0 compliant and include a preview mode where you can see how your page looks in any of three formats (mobile phone, tablet, or desktop computer).
The new URL can accommodate all requestors, both known and anonymous.
WebTMA provides a default layout to get you started, but you can easily create your own.
Be sure to grant access to the Service Request Portal for anyone who creates Service Request Portal Forms. Go to Admin > User Management > Records / Window Access – Window Access Section and expand Admin–Form Attributes. Grant access to Service Request Portal illustrated below.
NOTE: The current service request functionality works side-by-side with this feature. You have the option to switch at any time.
Service Request Form Forwarding
The Service Request Form (SRF) is not WCAG 2.1 compliant. If your request forms need to be WCAG 2.1 compliant, you can forward an existing URL to a Service Request Portal (SRP).
For those who don’t want to deploy new URL links or pages to users or a web site, a new field on the SRF window allows you to forward the URL to an existing SRP form.
The first requirement is that you have forms in the SRP. You can redesign or reuse the layout from your SRF forms.
Go to the Admin > Form Attributes > Service Request Form window:
- Open the desired record.
- Edit the form.
- Use the new Forward to Service Request Portal form field drop-down.
- Select one of the SRP forms.
- Save.
The SRP form uses the original URL sent to your users for Service Request Forms.
NOTE: This does not apply to those who use the Requestor Login.