Add BeyondTrust Form Elements to the View-Only Portal Incident Form

Use the Form Editor to add a BeyondTrust Form Control to the view-only Portal Incident Forms.

The Form Control is a link that allows Users to initiate a remote chat session with a representative.

To add the Form Control to the Form:

1. From the Current View drop-down list, select Portal Default.
2. In the Business Object tree, select Incident.
3. Select the Form button .

   Tip: You can also select View>View Form (from the Object Manager menu bar) or select the Edit Form link (under the Appearance area).

4. From the Form drop-down list, select the BeyondTrust Controls Form.
   1. Select the BeyondTrust icon and the Chat with Support link Form Controls simultaneously.
      You must define the CSM Remote Support Settings and the BeyondTrust Stored Values for the Control function to work.

   2. From the menu bar, select Edit>Copy.
   3. Select the Home button .
5. Select the Edit view-only form task in the Appearance section.
   1. From the menu bar, select Edit>Paste.

      The Form Controls displays on the Form.

      The BeyondTrust Form Controls are pasted in a defined location for the default Form. If you have a custom Form, move the Form Controls to a location that fits your Form design. If you have multiple Adaptive Layouts, paste and move the Form Controls on to each one. If you are using multiple languages, adjust the location of the Form Controls on those layouts.

      If the font is too large when you paste the link, change the font to (Theme) Form Control Font.

      

6. Select Update Blueprint.
7. Select and copy the BeyondTrust icon and the Chat With Support control.
8. Select the Home button (If a pop-up message displays that says Apply changes to Incident form back to the Blueprint, select Yes.).
9. Select the Edit "existing" form task in the Appearance section.
10. From the menu bar, select Edit>Paste.

    The Form Control shows on the Form.

    The BeyondTrust Form Controls are pasted in a defined location for the default form. If you have a custom Form, move the Form Controls to a location that fits your form design. See the Note above for multiple Adaptive Layouts and multiple languages.

11. Select the Update Blueprint button, and then select the Home button .