I wonder is it possible to have a template (partia...
# general
a
I wonder is it possible to have a template (partially prefilled form) for custom records like we have the templates for employee record?
o
perhaps use sourcing and filtering fields and workflows to pre populate the custom record before record load
a
yes, it's possible, however a template would be more natural way and easy doable by client itself without asking consultants to do that.