Embedded Form in Portal

I created a form and later created a portal where I wanted logged in users to create records with the form. I assumed the form would inherit the logged in users when creating records, but this is not the case. Is it possible to log in the same portal user into the form automatically?

Hey Darryl,

To add an existing form with a login to a portal, you can embed the form by following the steps outlined in this help article.

Please let me know if you have any further questions or require further assistance. I’d be happy to help!

Sorry. I didn’t mention that the form is already embedded in the portal. I was wondering if there was a way to log into the form by just logging into the portal.

Yeah, there is! The steps for that are described in the article I linked to above. In a nutshell, you will need to use the login formula for the form in a formula field in your users table and use that field as the embed URL.

I hope this makes sense. Please let me know if you need any further assistance with this!