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I wonder is it possible to have a template (partia...
# general
a
Arūnas Žindžius
12/07/2020, 2:13 PM
I wonder is it possible to have a template (partially prefilled form) for custom records like we have the templates for employee record?
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Ogabeg
12/07/2020, 3:28 PM
perhaps use sourcing and filtering fields and workflows to pre populate the custom record before record load
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Arūnas Žindžius
12/08/2020, 7:05 AM
yes, it's possible, however a template would be more natural way and easy doable by client itself without asking consultants to do that.
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