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.

Creating Opportunities from Form Submissions

When designing your custom sign up forms for applicants or employers, it is now possible to set up the form so that an opportunity record is created automatically when the form is submitted. The opportunity record that is created will be linked to the new applicant or employer record.

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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Applicants to Existing Opportunities

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.Image Removed

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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: 

httphttps://localhost/PICSWebprovidername.picsweb.co.uk/app/Guest/SignUp/Applicant/5b12217535fd49a6a2eb6ee7916774d4442ed2d58aae47de93a8a6328142e337

You can instead send out:

httphttps://localhost/PICSWebprovidername.picsweb.co.uk/app/Guest/SignUp/Applicant/5b12217535fd49a6a2eb6ee7916774d4442ed2d58aae47de93a8a6328142e337?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.