Publish Input Forms


 
Users are able to create an input form, which can then be put on a website. Any information input from this form will be entered in OfficeClip.

  1. From the Contact Manager, click one of the following on the left menu: Contacts, Accounts or Opportunties (these three applications have Admin functions). Then, click Admin on the button bar. Click Publish on the button bar of the Admin menu.

  2. Next, choose the fields to be displayed on your web page by checking items in the "Display" option. Choose the fields that need to be validated by checking items in the "Validate" option. Validation means that these fields are mandatory when the user is inputting the data. If validated (mandatory) fields are left blank during input, users will be prompted to enter this mandatory data.

  3. Specify a return asp(or aspx) page which will be automatically called after the information is saved. This can be used to display the stored value to the user in the return page.

  4. You can generate the HTML Code by clicking on the corresponding link. This will let you copy and publish it on your site. When completed, click Finished.
 


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