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There are several ways to integrate your sign up forms with Opportunities in PICSWeb, meaning that any potential leads from form submissions can be efficiently tracked in your system.
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To do this, go to the Form Edit page for the relevant form. In the Sign Up Form Settings section, choose the type of opportunity that you want to create from the Create Opportunity drop-down menu.
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Linking
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Applicants to Existing Opportunities
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This feature is only available for Applicant sign up forms. As opportunities can only be linked to one employer, you should use the above process for employer sign-ups. |
It is also possible to add an an Opportunity ID ID to the the Public URL URL for a sign up form when sending the URL out in order to link the new applicant or employer to an existing opportunity record.
To obtain the Public URL for a form, go to the Form Edit page, go to the Sign Up Form Settings section and select Copy URL. While in this section, make sure that the Create Opportunity field is set to No. If the form has been set up to create a new opportunity, this will take precedent over the form being linked to an existing opportunity.
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When you send the URL out, it must be done in the format:
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For example, when sending out a form with the the Public URL:
http://localhost/PICSWeb/Guest/SignUp/Applicant/5b12217535fd49a6a2eb6ee7916774d4
You can instead send out:
http://localhost/PICSWeb/Guest/SignUp/Applicant/5b12217535fd49a6a2eb6ee7916774d4?Opportunity=17
When the form is submitted and an associated record a new applicant created, the new record it will be linked to the opportunity with the ID code of the ID code of 17.