General Add Screens are independent add screens that are not tied to any specific tracks. They function as a gateway, directing users to the appropriate page based on their choice selection. These screens are particularly useful when multiple workflows exist, and users need to be guided to the correct one.
Imagine a Support Ticket System where clients can submit tickets based on the type of issue they are facing. A General Add Screen presents users with options such as "Technical Support", "Billing Support", and "General Inquiry". Based on the selection, users are directed to the relevant form, making the process efficient.
Configuring a General Add Screen
Navigation
Open the Admin Interface: Navigate to the Client Portal section.
Click on the General Add Screen option. This will display all the existing add screens in a list format.
Create or Clone:
To create a new add screen, click on the Create New button.
Alternatively, to replicate an existing screen , use the Clone option. You can then edit the cloned add screen as needed.
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Admin Interface: List of General Add Screens
Configuration
Name and Description: Enter a name and description for the add screen
Instructions: If you would like to provide notes or guidance at the top of the Add Screen, you can use the HTML-enabled Instructions field. This field supports formatted content, allowing you to include structured text, links, or styling to enhance clarity and usability for users.
When the Options Source is set to Static, you can directly define the choices and their associated redirections within the General Add Screen settings.
Configuration
Field Name:
Provide a name for the choice field in the Field Name text box. This name will be displayed to users as the label for the choice field.
Adding Options:
Click the + icon to add choices to the field.
For each option, you can:
Define the name of the option (e.g., Technical Support, Billing Inquiry).
Link the option to a specific page where the user will be redirected upon selection.
Removing Options:
To remove an option, click the X button next to the entry.
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Client Portal Workflow
When the user accesses the General Add Screen in the client portal, they will see a radio button dropdown populated with the Option Names.
After selecting an option, the system will redirect the user to the corresponding page defined in the General Add Screen.
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Note
📝 :Once the add screen is defined, you can include it as an item in any client portal page where you want this to appear.
When the Options Source is set to From a Track, the choices are dynamically populated from a field in a track.
The choices are populated from a specific field in the selected track. Each value in this field acts as a choice for users.
The redirection is configured at the track level by linking each track record (choice) to a specific page. This ensures that when users select an option, they are redirected to the appropriate page.
Configuration
After selecting From a Track as the options source, follow these steps:
Track Dropdown: Select the desired track from the dropdown menu.
Add Options Field: Click the + icon to add the choice field. This field will be used as the deciding factor for redirection. All the text and choice field types in the track will be available for selection
Page Field: Select the field in the track where the names of the redirection pages are defined.
Example
Let’s consider a Product Categories track that contains the following fields:
Product Type: This field lists different product types (e.g., Product A, Product B).
Linked Page: This field specifies the page to which the user should be redirected for each product type.
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Configuration
In the General Add Screen, set the Options Source to From a Track.
Select the Product Categories track from the Track dropdown.
Add Product Type as the Options Field.
Add Linked Page as the Page Field.
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Client Portal Workflow
When the user accesses the General Add Screen in the client portal, they will see a dropdown populated with the values from the Product Type field.
After selecting a product type, the system will redirect the user to the Linked Page defined in the track.
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Important Note:
The Linked Page field's values must exactly match the real names of the pages defined in the Pages section under the client portal. Otherwise, the redirection will not work correctly.