18.4.7. Web Forms

This screen allows you to create a web form that can be placed in your website to allow your visitors to submit issues. In addition, it allows you to create a password for your partners so that they can report an issue and track the status of the issue.

To use the web forms:

  1. Click Services > Issue Tracker.

  2. From the binder list click on the binder that you want to use to create the web form.

  3. Click on Web Forms from the top menu and then click New Web Form.

  1. Give a share name and select whether you want to make a Web Link (accessible to everyone who has the link) or a Secured Link (accessible only to users with a password).

18.4.7.1. Secured Link

Secured Link allows password-protected access for the extranet user. It also means that the extranet user needs to be created in the system (along with their initial password) before sending them the link.

  1. If secured link is selected, you can select the user from the drop-down list to share the document. The Add User link allows selection of the extranet user who can access the secured link.

  1. Select the fields that should be shown on the web form. Note that description is always shown. Check-mark the required box next to each field if user must fill-in this field prior to submission.

  2. Select the user to whom the issue must be assigned.

  3. Added a confirmation message that will be shown to the user upon submission.

  4. Select whether the issue submitter can attach documents or notes to the issue.

  5. Click on Create Share.

  1. The URL for the share is shown. Click on the Check Url link to be certain this URL is accessible from outside your firewall.

  2. If you want to let others know about this share, type their email address. If the outgoing email needs modification, click on the Edit Email Content link to personalize the email.

  3. Finally, click on the Done button.

18.4.7.2. Web Link

To use Web Link:

  1. Click Web Form > New Web Form.

  1. Click Web Link.

  1. Select the fields that should be shown on the web form. Note that description is always shown. Check-mark the required box next to each field if user must fill-in this field prior to submission.

  2. Select the user to whom the issue must be assigned.

  3. Added a confirmation message that will be shown to the user upon submission.

  4. Select whether the issue submitter can attach documents or notes to the issue.

  5. Click on Create Share.

  1. You can see the URL address where you can enter the issues. Copy the URL address and paste it in your browsers.

  1. Enter your name, email address, title and description related to the issues. Click Submit.

  1. After clicking the submit button, you will receive an email regarding the issues.

  2. You can also see the issues in the issue list. Here, you can track the progress, and edit, delete or track time for that particular issue.