Ability to send a form as part of an automation
complete
Peter Novosel
complete
We now have several ways to share a form available:
- You can create a button that contains a URL to the form. Optionally, you can include pre-filled fields as query parameters to default fields on the form. When you click the button, the form will open in a new tab.
- You can copy the URL to a form and place it the output of an automation action, to send the link via email or Slack message for example.
F
Federico Gonzalez
Any updates on this one?
Jon Darbyshire
This capability is being added as part of the new Button Field Type that we are implementing now. This will allow you to add a button to create record that when clicked will take the user to the correct form to complete.
This capability will also be available in our Shared Grid View.
Here is an example use case shared by a customer that will help you understand the value of this feature. The customer organizes running cycling events across the country and they use a shared gridview to share a listing of all available (upcoming) events that people can register for. The shared grid contains about 15 open events on average and each event includes links for event details and various form registrations.
6
6 Stars Cleaning
Jon Darbyshire: Excellent idea!
Jon Darbyshire
in progress