Design forms with a connection field pre-filled, organizing responses for surveys, orders, and more.
This Feature Requires A Premium Package
1. We will use the Sales app as an example and we are going to create a customer specific form so they can apply for service requests.
2. Click on the 3-dotted menu on the tab at the bottom
3. Click on Build
4. Choose the connection you want to use for the pre-made form. In this instance we will use Customer
5. Click on Group Permissions
6. Check the box on Public
7. Click on Sales to go back to the Sales app
8. Now choose a customer and click it
9. Click on Sales Opportunities (Same thing as Service Requests)
10. Click on New Sales Opportunities
11. As you can see the customer box is already picked
12. Click on the 3-dotted menu button
13. Click on Copy URL or Copy Embed Code depending on what you want to do. In this case we are going to use a Public Form so we choose Copy URL.
If you want to learn how to embed a form, check out this resource: How-To Create Embedded Forms
14. Go to a new incognito window and paste the URL. You will then see that the customer is pre-picked
15. Type in a name
16. Click on Submit Service Request
17. After refreshing the Sales app page, you can see that the new entry has been added with the customer field saved.
