Would be great to set permissions on who can see forms shown in the portal. Not everyone in the client’s company needs to see Onboarding or Offboarding forms for example.
💯 We have an onboarding form published and there’s only a couple of people at any given client (HR & PoC) that would fill it out. Not everyone needs to see it.
Amaranth Cherry
Thinking about it more, Gorelo could leverage contact tags. If there was a tag for Portal - All Forms for instance that would be similar to Portal - All Tickets. The inverse could be true with tags on the forms themselves.
Show Forms on Portal only to certain Contacts of Client
For example, onboarding, offboarding requests should fill only certain employees. For example from exact department or with some tag (approver, requester)
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Comments4
Copper Corn
This would be so useful for us
Amaranth Cherry
💯 We have an onboarding form published and there’s only a couple of people at any given client (HR & PoC) that would fill it out. Not everyone needs to see it.
Amaranth Cherry
Thinking about it more, Gorelo could leverage contact tags. If there was a tag for Portal - All Forms for instance that would be similar to Portal - All Tickets. The inverse could be true with tags on the forms themselves.
Cyan Drizzle
Merged request
•3 votes
Show Forms on Portal only to certain Contacts of Client
For example, onboarding, offboarding requests should fill only certain employees. For example from exact department or with some tag (approver, requester)