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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.
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What business value are you 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.