PCR-360 Wiki

Filling Out a Form

Overview

When a user opens a published Custom Form, they see the end-user form view. This page describes what users experience when filling out and submitting a form from within PCR-360 (Lighthouse).

Screenshot from 2026-07-06 13-47-03.png
Form view as seen by the end user in Lighthouse

Opening a Form

Users can open a form in several ways:

  • Clicking a custom menu link added to a Lighthouse menu folder (via Settings → Add Form to Menu)

  • Clicking Add in the form's Ad Hoc submissions grid

  • Clicking Preview Form in the Edit Form editor (builder preview only)

The Form View

The form view displays:

  • Form title — the form's display name shown at the top

  • Version badge — shows the current version (e.g., v1.0) and status ( Published or Draft )

  • Form fields — rendered exactly as designed in the form builder

[Screenshot: Screenshot from 2026-07-06 13-48-23.png — form view with fields filled in]

Submitting a Form

  1. Fill in the form fields as required.

  2. Click the Save button at the bottom-right of the form.

  3. The submission is saved. If the form is configured with Create CC Request on Submit, a CustomerCenter Service Request is automatically created and linked to this submission.

Form Actions

Button

Description

Save

Submits and saves the form entry.

Delete

Removes the current saved submission. Only visible to users with delete permission.

Return to Grid

Navigates back to the Ad Hoc submissions grid without saving. Appears when the form was opened from the grid.

Return to Builder

Returns to the Edit Form editor. Appears only when the form was opened via Preview Form.

Draft vs. Published

Users can access Draft forms via direct URL, but only Published forms are intended for general use. Always publish a form before distributing its link.

Linked Service Request

If the form has Create CC Request on Submit enabled, saving the form creates a CustomerCenter Service Request. The resulting request includes a Form Submission link in Request Tracking showing the submitted form data. See CustomerCenter Forms for more details.