This article walks through how to manage forms for your Resident Portal. If you have Web Central or Process Automation and Digital Services, those forms will automatically sync to your Resident Portal every 12 hours. The Forms tab under Settings allows you to manually sync forms, manage which of those forms you would like to be visible to the public, and add links to third-party forms.
Important Note
Process Automation forms will need to be associated with an app in order to function correctly in the Resident Portal.
Who can use this feature?
Add a Link to a Third-Party Form
Web Central and Process Automation and Digital Services forms for the organization will automatically sync to your Resident Portal.
Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal
Select Settings and select Forms
Select + New Form Link
Enter the URL for the form
Add a Title and Description for the form
Add any relevant Tags for the form
Click Save
Your form will now display on the Forms tab
Hide/Show a Form
Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal
Select Settings and then the Forms tab
If needed, click Sync Forms to refresh the list of available forms
To change the visibility of a form in your Resident Portal, select Actions and then select Hide/Show in Portal
Note: If a form is set to Hidden, it will not display in the public-facing Forms tab of your Resident Portal.
Feature a Form
Navigate to Settings and select the Forms tab
Select Actions and choose Feature in Portal
This will add a solid color bar on the left-hand side of the form on the Forms tab
It will also add the form to the Featured Content section of the Dashboard
Add Tags to a Form
Navigate to Settings and then select the Forms tab
Select Actions and then choose Edit
Scroll down and type or select an existing tag
Note: For integrated Forms, the field will be called "Portal Tags". For links to third-party Forms, the field will be called "Tags".
Click Update
The form will now show up when filtering tags on the Forms page
