What is the Portals Form URL link for on Recommendation forms?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through December 23, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.

The  purpose of this field is to allow you to preview the recommendation form as you build it.

The Portals Form URL field on the General tab of a recommendation form record.

This is especially useful when you are building the recommendation form for the first time; this way, you can have the preview from the Portals Form URL link open in one window and make modifications to the form in another window, allowing you to refresh the preview to get a visual representation of the changes you're actively making.

You may also find these articles useful: