About Portal Forms

CSM allows you to create several different types of Portal forms for each Business Object.

Portal forms are regular forms designed specifically for the Customer Portal to provide self-service record logging capabilities, such as an abbreviated Incident form. Typically, Portal forms are much simpler than the default form used in the Desktop/Browser Client.

Regular forms are main forms or forms for the Business Object. By default, each Business Object has one Default regular form; however, you can create as many as you need. Typically, a regular form is intended for detailed logging activities in the Desktop and Browser Client.