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Forms - Pull Existing Data into Forms

Feature Request
Need the ability to select from existing customer data when filling out a form. For instance, on the new hire form, "Where will this employee be working?" with a combobox showing the locations for that customer as options. Or, "Will they use an existing computer?" If yes, show a list of devices in the customer's assets.
Status: Open2 comments

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Comments2

  • Aquamarine Butter

    This would be great for onboarding forms too. For instance, “What shared mailboxes does user need access to? with a checkbox section pulled from MS integration of client shared mailboxes. Same for Team groups.

  • Emerald Alligator

    Esp. the client locations should be dynamic.