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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.
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Hi Kranthi,
I don't think you can have a conditional record source type, but what about just having two different versions of Step 4? Make a Step 4 that is based on previous step, which is where you go after step 3, and then Step 5, which is based on Current Portal User, and it's where you go after Step 2 if the user selects "For himself". Both can use the same form.
Nick
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