Forms that automatically link back to a record
A
Andre
Hoping to see a feature where I can link a forum that automatically links to a record when triggered by a button.
Example: I have a record that I need a client to update/reupload documents. Currently, I have to create a new record to update the information or edit it manually. I'd like to create a resubmit button that emails the client a form that links back to a record that is specifically for them. This allows the client to resubmit and update the record while the automation puts it in a review status for me.