Adding a link to the Find a Forms list and the All Forms page

The left header of each landing page includes a Find a Form list where you can place links to forms that are hosted on other web sites. You can also add links to forms that are hosted on other websites to the All Forms page. To add a link, you must add a copy of the Redirect URL for Forms integration document and configure the data items to specify the URL and the locations of the link. You must add a copy of the Redirect URL for Forms integration document for each related link that you add. You must assign groups to the document. You may specify up to three landing pages where each link will be shown.

  1. Access the document manager.
  2. Select Add new document > Add from Organization.
  3. Specify redirect url for forms in the Name/Tag search field and click the Search button.
  4. Select the Redirect URL for Forms document and click Add.
  5. Close the Add Documents menu.
  6. In the Document Manager, click the Refresh button.
  7. Click the Edit button that is associated with the Redirect URL for Forms document that you just added.
  8. In Edit mode, select the Page Name drop-down and select Data Items.
  9. Click rooturl.
  10. Delete the sample URL.
  11. Specify a URL then click OK. When you specify a URL, include http:// or https://.
  12. To add a link to the Find a Form list on a landing page, click find.
  13. Select the choice that corresponds to the landing page where you want the link to the form to be shown and click OK.
  14. To add the link to the All Forms page, click forms, select the choice that matches the section where you want to place the link, and click OK.
  15. Close the Data Items menu.
  16. Assign the groups that you want to see the link.
  17. Change the name of the document. The name that you give the document is the link label that is displayed in the Find a Form list of the specified landing page and on the All Forms page.
  18. Check in the document.
  19. Publish the document.
  20. Log out and log in again. The system registers permissions to view a document at login. It verifies your access rights to the new integration document when you log in again.
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