Uploaded image for project: 'Marketing Automation'
  1. Marketing Automation
  2. MKTAUT-137

DOC: Note about fields from multiple forms

    XMLWordPrintable

Details

    • Task
    • Resolution: Done
    • Neutral
    • None
    • None
    • None
    • 0.5

    Description

      Mention this on the documentation as a note: you cannot select from multiple forms 

      Summary: we don't support the use case of "creating a form from multiple forms" which is how the team has understood their feedback. Below are more details:
       
      "From my understanding, they want to create a Form from multiple forms, not just only one form. This is the main concern from them: We can only select fields from ONE form type – CASE, Account, or Marketing we cannot select from multiple forms and therefore build a form with fields that directly map into Salesforce. From the screenshot in the documentation: Now we only support selecting fields from the “Available fields” from a selected Form (in this case is Contact). We don’t have any restrictions or filtered out any type of form from Salesforce at the moment. Just don’t support creating a form from multi-selected forms as they want"
        
        

      Checklists

        Acceptance criteria

        Attachments

          Activity

            People

              abrooks Adrian Brooks
              jlegendre Julie Legendre
              Votes:
              0 Vote for this issue
              Watchers:
              2 Start watching this issue

              Dates

                Created:
                Updated:
                Resolved:

                Checklists

                  Task DoR