External stakeholders who are not affiliated with your organization may require access to your BizCentric instance. You have the ability to grant authorization to customers, suppliers, job applicants, students, and guardians, allowing them to access specific information or perform certain transactions. For instance, you can enable individuals to create an account on your website, built with BizCentric, and submit job applications. Additionally, you can provide customers with access to view the details of complaints they have lodged. These functionalities are facilitated through Web Forms.

BizCentric offers two types of built-in interfaces: Desk View and Web View.

1. The Desk View is designed for users who regularly engage with the BizCentric instance, such as employees within your organization.
2. The Web View is tailored for users who require occasional interaction with the BizCentric instance.

Web forms, which resemble the forms commonly encountered on various websites, are integrated within the Web View interface in BizCentric.

To create a new Web Form go to:

> Home > Website > Web Site > Web Form

Choose the DocType upon which you wish to construct your Web Form. The Route will be automatically established according to the Title of your Web Form. Additionally, you have the option to include an Introduction text, which serves as a friendly message displayed above your form.

Next, incorporate fields into your Web Form. These fields are derived from the DocType you selected. You can customize the Label for each of these fields. It’s advisable to limit the number of fields to a minimum, as lengthy forms can be burdensome to complete.

Click on See on Website in the sidebar to view your Web form. Web Form

Here is an explanation of each of the checkboxes on the right.

1. Published: Web Form will be accessible only if this is enabled.
2. Login Required: User can fill the Web Form only if they are logged in. When Login Required is checked,
3. Route to Success Link: Go to Success Link after the form is submitted.
4. Allow Edit: If this is unchecked the form becomes read-only once it is saved.
5. Allow Multiple: Allow user to create more than one record.
6. Show as Grid: Show records in a table format.
7. Allow Delete: Allow user to delete the records that he/she has created.
8. Allow Comments: Allow user to add comments on the created form.
9. Allow Print: Allow user to print the document in the selected Print Format.
10. Allow Incomplete Forms: Allow user to submit form with partial data.

2. Features

2.1 Sidebar

You can also show contextual links in a sidebar on your Web Form. Set it up in Sidebar Settings.

2.2 Creating Web Forms with Child Table

You can add child tables to your web forms, just like regular forms.

2.3 Payment Gateway Integration

You can now add a Payment Gateway to the web form, so that you can ask users to pay against a web form. A good example for this is a conference ticket.

2.4 Portal User

We have also introduced roles for Website users.

In Portal Settings, you can set a role against each menu item so that only users with that role will be allowed to see that item.

2.5 Custom Script

You can write custom scripts for your Web Form for things like validating your inputs, auto-filling values, showing a success message, or any arbitrary action.

To learn how to write custom scripts for your Web Forms, read Custom Scripts documentation.

2.6 Custom CSS

You can customize the look and feel of your Web Form by writing your own Custom CSS. Inspect the elements on the page to see what classes are available for styling.

2.7 Actions

In the “Success Message” field, you can input the text that will be displayed to the user upon successfully submitting the web form. Additionally, when the user clicks on the “Continue” button, they will be redirected to the URL specified in the “Success URL” field. This functionality applies exclusively to web forms that are accessible without requiring user login (i.e., web forms with the “Login Required” checkbox unchecked).

2.8 Result

When a website user submits the form, the data will be stored in the document/doctype for which web form is created.