Web Form Request
How to use Web Form Request in Websites & Portals: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain published pages, web forms and portal configuration. Keep public content separate from role-restricted ERP data. Test logged-out access and the correct linked stakeholder account before release.
This page is a record page in System Admin → Websites & Portals. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Web Form.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Web Form Request from System Admin → Websites & Portals, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Web Formweb_form | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Web Form |
Keykey | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Expires Onexpires_on | Datetime Optional | Record the date and time in the configured system/user time zone. |
First Used Onfirst_used_on | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Web Form Valuesweb_form_values | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Doc Valuesdoc_values | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Referencesreferences | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Dynamic Link |
Child tables
References — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Link Document Typelink_doctype | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Link Namelink_name | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Link Titlelink_title | Read Only Optional · Read-only | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.