Setting Up the Apply Online Portlet

After you add the Apply Online portlet to the page, it does not by default contain any introductory material. You can add text and images, as appropriate.

1.        In the Apply Online portlet, click Admin this portlet.

The Admin page appears.

2.        In the Applications In This Portlet section, click the Add a Category link.

The Add/Edit a Category page appears.

a.        Enter the Category Name.

b.        Enter the Description (optional).

c.        In the Available to section, select the roles that can access this category (All Users or selected roles and/or Include guests).

d.        Click Save.

3.        Click the Edit the portlet introduction link.

The Edit the portlet introduction page is displayed.

a.        Add an image to the portlet by entering the image path in the Image File field. You can use the Browse… button to locate the image. If you are also going to add text, use the Image Placement radio buttons to specify whether you want the image to be displayed above the text or to the left of the text.

b.        Add introductory text to the portlet by entering the text you want displayed in the portlet in the Text field. You can use the editing tools at the top of the text box to customize the appearance of the text.

c.        Click Save.

4.        In the Global Application Management section, you can do one of the following:

·       Click the Add a New Application link to create a new application form. See the Form Builder 2.0 for EX User Guide on MyJenzabar.net for instructions about working with forms.

·       Click the Manage All Applications link to edit, delete, and/or add new applications.

This is a global list of all the applications in your system. Deleting an application here will delete it permanently from ALL portlets (not just this one). Therefore, an application that is in use in any portlet cannot be deleted here. To delete such an application, first deactivate it anywhere it is currently active. Once it is not displayed in any portlets anywhere in the portal, you will have the option to delete it. Keep in mind you may want to save your applications even after they are not being used so you can import their settings, sections, and questions into new applications in the future.

1.        Log in as the JICS administrator.

2.        From the Apply Online portlet, click the wrench icon ().

The Customize Portlet Apply Online page appears.

3.        Click on the Settings tab.

a.        In the Form Type drop-down list, choose the form type to construct with this version of the portlet. Typically, this option is CandidateApplyforAdmissionMain for the Apply Online portlet.

b.        Click the Save button.

4.        Click on the Permissions tab.

a.        Select the All Operations check box beside the appropriate role(s) to allow person(s) with those roles to be able to have access to all operations.

b.        Select the Can Create a Form check box beside the appropriate role(s) to allow person(s) with those roles to create a form for this portlet.

c.        Select the Can Delete a Form check box beside the appropriate role(s) to allow person(s) with those roles to delete a form from this portlet.

d.        Select the Can Modify a Form check box beside the appropriate role(s) to allow person(s) with those roles to modify a form for this portlet.

e.        Select the Can Setup Portlet check box beside the appropriate role(s) to allow person(s) with those roles to have access to the Setup menu for this portlet.

f.          Click the Save button.

5.        Click the Exit button.

Form Builder 2.0 is an invisible portlet that is accessible through the Make an Inquiry and Apply Online portlets. It gives the Admissions Administrator the ability to build multiple online forms for inquiries, applications, etc.

See the Using Form Builder 2.0 with CRM Candidate topic in this help system and the Form Builder 2.0 for EX User Guide for detailed information about using Form Builder 2.0 with CRMs for Jenzabar EX.