How to allow applicants to create actions on the public portal

Applicants can be allowed to create actions on the public portal to tell you important information or upload additional documents.

To allow these actions to be created there are a couple of items that need to configured in the back office first.

Website

Within the website administration the Allow new actions to be created from My Actions needs to be ticked.

In the Contents section of the website administration the My Actions page needs to checked to ensure the Create action contents contains the correct information that you wish to show to applicants.

Action definitions

The system contains 2 standard Action definitions that have been setup to allow applicants to create them from the public portal; Send us a message and Upload a document.

Both these definitions are disabled by default so will need to be enabled before they appear on the public portal.

Additional Action definitions can be created if required. In order for a definition to appear on the public portal then the Allow this action to be created by the applicant on the public portal field must be set to Yes.

The Name of the action will be used for the button text on the portal and the Creation content will be displayed above the button.

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