Helllo everyone, we are currently using a ticket pipeline for our onboarding process. To gather information from the custom…

@MWolters this is generally possible through dependent form fields: Use dependent form fields (legacy) Can you give an examp…

Hi @karstenkoehler , thanks for your fast reply. It would be fantastic if the form is “dynmaic”. Based on contact or company…

Hi @karstenkoehler , thanks again for your quick answer. I had a look at the article and can not figure one thing. I created …

@MWolters I’m not sure what exactly you’re referring to. Could you share a screenshot and add arrows / annotations for what’s…

@MWolters you can look for customer onboading softwares like projetly, these tools are designed to solve the customer onboard…

Onboarding form for an onboarding pipeline

karstenkoehler June 6, 2024, 8:57am 2

Can you explain in more detail what exactly your requirements are and where exactly the forms options are not sufficient?

Best regards

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