URI 2020 Form Builder Management Help Page
Home Icon
Home icon button is used to return you back to your home page.
Main Menu Click Here To See Help Page on This Topic
Main Menu button is used to take you to the sites Administrators Main Menu.
Dashboard Click Here To See Help Page on This Topic
Dashboard button is used to take you to your personalized dashboard.
PortalProdigy Click Here To Go To The Portal Prodigy Website
Portal Prodigy button is used to take you to Portal Prodigy website.
Help Icon
Help icon button is how you got here. This button is on every page of the administration.
Version
This is where we mark what version of Portal Prodigy you are running. Please note that this is also the version used to create this help page. If the version you are running is newer or older there maybe differences in layout and options.
Your Organization
You can setup here to display your company name. To do this, go to Site Settings Defaults and fill out Admin Page Title.
Survey Questions
Here will be a list of all your questions. Each one will be a hyperlink that you can click on and modify.
Page Settings
During the creation of a new form this section is not present. Once the form is saved Page Settings will appear.
Global Content Page
This list box displays currently selected page style. Global Content Page means its set to inherit the settings from Default Site Settings. Use this list box to select a specific Page Settings Collection. All the default and custom collections you create will be listed here.
SEO
SEO in red will be displayed here if this page has any kind of search engine optimizations turned on in the page manager, otherwise this spot is blank. SEO stands for Search Engine Optimization. Portal Prodigy includes a number of builtin search engine optimization features that make it easy to optimize your web pages for search engines and drive more traffic to your website.
Add New Click Here To See Help Page on This Topic
Use to create a new Page Settings Collection. Currently when you click add new Portal Prodigy without prompting creates a duplicate collection with the same name. We recommend clicking on Page Manager and using Save As feature where Portal Prodigy will prompt you to specify a name for your new collection. Add New is a hotkey that can be accessed by "Ctrl+Alt+A".
Page Manager Click Here To See Help Page on This Topic
Use to open Page Manager to view and edit the selected Page Settings Collection.
Form Builder Title
Enter a name for your form into Form Builder Title field. Note that his name is not displayed on the form.
Description
You may enter instructions in the Description field to be displayed on the Request entry form; however they are not required. The description field is HTML friendly, you can paste HTML directly into this field.
Description Editor Click Here To See Help Page on This Topic
Portal Prodigy has a built in HTML Editor. Click on this icon to edit description in the editor.
Upon Completion GoTo Click Here To See Help Page on This Topic
"Upon Completion GoTo" is used to select the URL of the page to go to after the user clicks Ok on the Request or Survey Submittal Confirmation page. If left blank, the Request or Survey Selection page is displayed. This link will take you to the Link Management page where you can type in the URL or select from variety of Portal Prodigy Options.
Define Score Messages Click Here To See Help Page on This Topic
This feature currently doesn't work.
Label/Question
The question entered here will appear on the sites questionnaire displayed to visitors.
Question ID
Question ID displays unique id for the selected item.
Choice
Choice is a questionnaire type option where you can have multiple choice type questions.
Order #
This displays the order number in which choices are displayed to the visitor on the questionnaire.
Maximum Answers
This selection is only relevant if the Choice Question radio Button is selected. Generally, this is set to one meaning only one answer may be selected by the visitor. However, under certain conditions multiple answers might be desirable and in such cases the number may be set higher.
Display as List Box
Set to "Yes" to display choices in list box or set to "No" to display choices as radio buttons.
Enumerate With
Enumerate your multiple choice answers with:
1.(Numbers)
1.1(Sub-Numbers)
A.(Upper Case Letters)
a.(Lower Case Letters)
Response Link Click Here To See Help Page on This Topic
Here you'll have the list of all the answers. You can click on each one to open Response Management Page to modify it.
Reorder Responses Click Here To See Help Page on This Topic
Opens Responses Sort Order Management page which lists all the responses and provides easy method to change their sort order.
Scoring & Branching Click Here To See Help Page on This Topic
Opens Response Scoring Management page to configure how to calculate the score based on the answers.
Response
You will write your response(s) here. To enter multiple responses use Enter key to start a new line.
Checkbox Text None Field Subform
Order #
This displays the order number in which choices are displayed to the visitor on the questionnaire.
Checkbox
This feature allows you to insert a checkbox in the form. For example acceptance of terms and conditions.
Choice Text None Field Subform
Order #
This displays the order number in which choices are displayed to the visitor on the questionnaire.
Data Format
Use this list box to select the type of date format. The choices are:

Text - Short text box for any kind of information.
Date - Date format text box that accepts this type of date format: "MM/DD/YYYY". This option also provides a mini calendar link to choose the date.
Number - Short text box for numbers only. If a letter is entered into the box, Portal Prodigy will show a warning and clear that field.
Dollars - Short text box for numbers and a dollar sign only. If a letter is entered into the box, Portal Prodigy will show a warning and clear that field.
Large Text (Memo) - This creates a large text box. This is useful when large amount of text need to be entered. An unlimited amount of text can be entered. Portal Prodigy will automatically create the scrolls so the user can review the text.
Text
When Text is selected you will be given the choices to select a Data Format for the text.
Choice Checkbox None Field Subform
Order #
This displays the order number in which choices are displayed to the visitor on the questionnaire.
None
When set to none you don't get a response field. None is used to make a title in the form.
Choice Checkbox Text Field Subform
Order #
This displays the order number in which choices are displayed to the visitor on the questionnaire.
Contact Field
Here you can choose from a drop down menu what type of information you are going to collect.
Field
Field type question allows the system to collect and store the information by the contact management system. By using these fields you can automatically create a contact in the system when this form is filled out.
Choice Checkbox Text None Subform
Order #
This displays the order number in which choices are displayed to the visitor on the questionnaire.
Default # of Rows
Enter the number of times you want the answer fields from the subform to be repeated.
Edit Subform Click Here To See Help Page on This Topic
When you first select SubForm this link is actually called "Create Subform". Clicking on it will open a new window to create a new subform. When the subform is made this link is changed to "Edit Subform", click on it to open it in a new window to modify it.
Subform
Subform allows you to create a separate form inside a form. Currently only one subform is supported per form.
Choice Checkbox Text None Field
Administrator Only
Set Administrator Only to "No" for all questions/fields that you want the customer to see on their entry form. Set to "Yes" for all questions/fields that you want hidden from the customer but visible to administrators.
Required
Set Required to "Yes" to make a response to the question/field mandatory. Set to "No" to make a response optional.
Solution
Solution field is used to the administrator to reply to the question. Set it to "Yes" to change it to solution field. The default is "No". Solution field will not be visible during the entering of the form but can be viewed later when they go back to see of the solution have been entered by the administrator.
Include in Knowlagebase
Set Include in Knowledgebase to "Yes" if you want customers to be able to perform public search for this Question and response.
Instructions
This will add a bubble after the question that can contain an example or instructions.
Go to Question
You can select a question by entering the Question ID. Use this section to enter the ID.
Go
Click here to execute Go to Question command.
Active
Defaults to "Yes" which means the question will be included on the survey. Set to "No" to deactivate. When deactivated, the question will no longer be included on the Survey; however, it will remain in the database and can be viewed from Administration for Requests taken when it was active.
Copy this Question
This allows you to make copies of a question. Select a question and enter here how many copies to make.
Copy
Click here to execute the copy question command.
First Question
Navigation shortcut to the First Question.
Previous Question
Navigation shortcut to the Previous Question.
Next Question
Navigation shortcut to the Next Question.
Last Question
Navigation shortcut to the Last Question.
Save
Saves the data and continue working on the page. Save is a hotkey that can be accessed by "Ctrl+Alt+S".
Add Question
Adds a new question, if a question is open then it updates the selected question.
Delete Question
Deletes the currently displayed question. Portal Prodigy will prompt to confirm deletion of the question. Select OK to confirm the deletion or CANCEL to abort the deletion.

Delete This Will Take You To The Previous Page
Deletes the entire Request Form. Portal Prodigy will prompt to confirm deletion of the form. Select OK to confirm the deletion or CANCEL to abort the deletion. Delete is a hotkey that can be accessed by "Ctrl+Alt+D".

View
Shows you how the form will look like to an end user. View is a hotkey that can be accessed by "Ctrl+Alt+V". This function currently does not work.
Question Sort Click Here To See Help Page on This Topic
Opens Question Sort Order Management page which lists all the questions and provides easy method to change their sort order.
Reports Click Here To See Help Page on This Topic
Takes you to Reports generation page. Reports is a hotkey that can be accessed by "Ctrl+Alt+R".
Close This Will Take You To The Previous Page
Close button is used to close the page and save changes. Portal Prodigy will prompts to save changes. OK response saves changes, closes page, and returns to previous page. CANCEL response discards all entries and edits (same as Cancel button). Close is a hotkey that can be accessed by "Ctrl+Alt+C".

2000-2006 Portal Prodigy Inc Click Here To Go To The Portal Prodigy Website
Opens up a new window to Portal Prodigy home page.
Home
Takes you to your home page.
Contact
Takes you to your contacts page.
About
Takes you to your about us page.
SiteMap
Takes you to your sitemap page.
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