Checklist creation

Fazal Ameen
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November 15, 2023

My Current Requirement is that when a User logs in the customer Portal user should get 2 Options in a drop-down and each of these individual drop-downs should contain 4 options. Now each of these 4 options would have their own multi-choice values in it along with a couple of description fields like Employee name, comments or attachments.

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Jack Brickey
Community Leader
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November 15, 2023

Hi @Fazal Ameen , have you looked at Forms? what-are-forms 

from what I have read here it seems that you would simply want to create a form with different sections based on the users input. Forms are pretty powerful.

Fazal Ameen
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November 16, 2023

Yes, I am looking for a form in such a way that I can configure multiple sub-form so that when I go in customer portal, I can see all listed forms in a browser to create an issue.

Jack Brickey
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 16, 2023

The way forms works is associated with a specific request type (RT) so when the customer goes to the portal they will have various RTs to choose from. Once they select a RT they will be presented with a form requiring them to input the requested info. A form can be structured in such a way that the requested info changes as the customer begins to input data.

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