Linking a form to a record type or subtype is the first step in making that form available on the Citizen Portal. However, an additional setting must be enabled in Database Management before community members can see and use the form when applying online. This guide explains how to complete that final step so linked forms display correctly.
Who can use this feature?
System Administrators | Container Administrators
Important Note:
If you do not have Container Administrator permissions in your system, you will not be able to complete the tasks in this guide. Please contact your administrator for assistance.
Show a Linked Form on the Citizen Portal
Once a form has been linked to a record type or subtype (see FM3: How to Link Forms to Record Types and Subtypes), it will not automatically appear on the Citizen Portal. A permit type must also be enabled to show on the portal within Database Management. This helps make sure community members can find and complete the correct form when applying, and helps staff avoid missing or misrouted applications.
Note:
For written instructions, please view the Show Forms on the Citizen Portal article.
Knowledge Check
Question 1: Why might a linked form still fail to appear on the Citizen Portal after completing FM3?
Answer: Because linking a form to a record type or subtype does not automatically enable it to display on the Citizen Portal. An additional setting must be enabled in Database Management.
Question 2: Where do you go to enable a permit type to show on the Citizen Portal?
Answer: Go to Admin Tools, select Database Management, select Permits Module, and then select Permit Type Use Relation.
Question 3: (True or False) Any user can complete this setup regardless of their permission level.
Answer: False. Only System Administrators or Container Administrators can complete this task.
Question 4: What should a customer do if they do not have access to Citizen Portal Settings?
Answer: They should contact Technical Support to confirm the form is linking correctly.
Question 5: What setting must be selected to make the permit type visible on the Citizen Portal?
Answer: The Show on Portal option must be selected from the dropdown and saved.