Customer Portal & Public Surfaces
Public object forms
Publish standalone object forms at /form/<code> with success flows and submission limits.
Public object forms
Public object forms let anonymous users submit records through /form/<code>. They are useful for lead capture, applications, incident reporting, supplier registration, event sign-up, and other intake flows where the user should not sign into the customer portal.
How it works
An object must be explicitly public and have a public code. The form uses the object form schema, public exposure settings, and submission limits. Successful submissions create object records that staff can review in the normal object list, pipelines, reports, scripts, and workflows.
Configure a public form
- Open the object settings and confirm the form schema is ready.
- Enable the public flag and generate or set the public code.
- Review form settings for reference, image, alias, empty fields, and required questions.
- Set submission caps or max records where needed.
- Configure success messaging or redirect behaviour.
- Test the form in a private browser session at
/form/<code>. - Add automation for acknowledgement, triage, or follow-up tasks.
Security guidance
Only expose fields that anonymous users should submit. Do not rely on staff-only table settings to protect public form fields; configure the form schema and public flags deliberately. Pair public forms with workflow triage when submissions need review before they affect operations.