We are trying to send users to a new tool from a Portal Request Type and I'd like to do the following:
A form that has a drop down with user's location.
Depending on which location is selected, the form should display a canned text message with a link to the new tool and the user cannot submit a ticket.
I thought I could do it with Dynamic Forms for SM, but I'm not finding a good solution, unless I can populate a custom field with the text and have that display. I've tried Project Automation, but all of the actions are a comment or email of some sort.
Any suggestions would be appreciated.
I managed to hack together a solution with Custom rich text fields using a Devinti add-on and Dynamic Forms. When a user selects a region, it displays the rich text field which I've set with a default value. It's not pretty but it should work.
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.