Allow agents to report their progress and fill-up few details
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03-03-2025 07:37 AM
Hi,
We have a requirement in which user submits a request through record producer and it will go through multiple people reviews. Everytime user completes their review they need to fill-up few fields.
Example, If agent completes review he should fill up few mandatory fields and sent it to next user review and based on the role he/she will do the work and fill-up required fields.
Is there a better approach for this we are thing of showing the form section and make fields mandatory based on the review. But I would like to know if there is any approach like agent works on different form and fill out details and those details will be captured to the main form. The users should see the main record data and attachments.
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