We love to hear your feedback. Your suggestions and ideas are important to us. Our feedback forum is a great place to post your ideas and vote on others. Please share your detailed use case and how the proposed enhancements can increase value to your business. We do read all of your posts, but may not be able to respond to all comments.
More information on the status of submitted ideas can be found here
Onboarding Form Rules
Since rules can be set up on onboarding forms, the system should allow those rules to work as expected. If that is not on the roadmap, then changes should be made to remove that configuration aspect from the onboarding form set-up.
|
What is the business process you are trying to achieve?
Onboarding Form Rules Currently, when configuring onboarding forms, the system allows rules to be set up; however, rules do not seem to work in the onboarding form type. We are trying to set up email rules based on the answer to certain questions. |
Frankly, I'm a bit perplexed why you wouldn't allow rules to work across all forms. This would increase opportunities for automation and timely communication.