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.

Linking Forms to Existing Opportunities

It is also possible to add an Opportunity ID to the Public 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. This must be done in the format:

[PublicURL]?Opportunity=[Opportunity ID]

For example, when sending out a form with 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 created, the new record will be linked to the opportunity with the ID code of 17. Bear in mind that if the form is already set up to create a new opportunity, this will take precedent. The Create Opportunity field will therefore need to be set to No for this to work.