Hi all,
Require inputs in design suggestion as it looks complex to implement the desired functionality. Following is the scenario:
In CRM Portal user can submit application for himself or on-behalf of another (this should create a new contact).
Considering the below entities involved:
1. Contact
2. CustomApplicaiton (contains flag IsOnBehalfOfApplicaiton)
In Step 1: We can capture whether the user is creating the application for himself or another user
In Step 2: Will be a Conditional Step based on the user selection,
> If user selects 'Application OnBehalf' >> It should redirect to Step where it creates a Contact (Step 3)
> If user selects 'For himself' > Then it should continue to (Step 4)
In Step 3: Creation of new Contact and proceed to Step 4
<<Tricky part lies here in Step 4>>
In Step 4: Record Source should be set conditionally based on the user selection
> If on behalf then 'Record Source Type' should be 'Previous Step' and Source Step will be 'Step 2', new contact which has been created
> If for himself then 'Record Source Type' should be 'Current Portal user'
This is the scenario which i thought of, but couldn't find any way to set the 'Record Source Type' conditionally. Any inputs on this will be greatly appreciated.
