Add Redirect to Portal Forms

The ability to dynamically redirect the “Create New Record” form within the portal. Use case is redirecting users to a payment gateway.

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Hi @Mark.allwein. We apologize for the delay in getting back to you. Regarding your question, there are two workarounds that you can try:

  1. You can use Custom Menu Items to add a menu that calls a form with the redirect feature. This will allow you to redirect the user to the payment gateway after they submit the form. You can find more information on how to set this up in our documentation: Custom Menu Items.
  2. Another option is to add a button field the child form or custom fields for layout, when clicked, will open the payment gateway in a new tab. This way, users can manually navigate to the payment gateway after creating the record. You can find more details on how to implement this in our documentation: Button Field.

We hope these workarounds help you achieve the desired functionality. If you have any further questions or need assistance with anything else, please feel free to ask.

I’m currently using the button field and using an empty space as the button name title for saving the form as an alternative. However, people have complained that it’s confusing to have a different button not placed on the footer as it usually does to save, and having the button still appear as a blank button doesn’t help either. It would be very helpful to just apply the same function available on the form extension to the form on the portal. Additionally, it would be great if there’s an option to redirect to another URL embedded on the current opened form frame instead of the usual option of replacing the whole tab or opening on another tab.

Hi @briansport13. Thank you for providing this information. I have created a ticket for this request. We will keep you updated through this channel.