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 @MWolters , Can you explain in more detail what exactly your requirements are and where exactly the forms options are not …

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

MWolters June 6, 2024, 9:28am 3

thanks for your fast reply.

It would be fantastic if the form is “dynmaic”. Based on contact or company properties certain items in the form are shown or hidden.
All the best

Max

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