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Revise onboarding form

HemaV
Tera Contributor

‎07-05-2024 06:25 AM

How to create engagement-type values in the onboarding form

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3 REPLIES 3

Sandeep Rajput
Tera Patron
Tera Patron

‎07-05-2024 06:40 AM

@HemaV Could you please some more details on what exactly your requirements are?

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HemaV
Tera Contributor
In response to Sandeep Rajput

‎07-05-2024 08:20 AM

HemaV_1-1720192735607.png

How can Add values to the Engagement Type field on the Engagement record?

 

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HemaV
Tera Contributor

‎07-05-2024 06:51 AM

In the TPRM product, I need to revise the onboarding/Intake form with the following engagement types of values: valuation, Fund administration, investor reporting, etc. Please guide me on how to proceed in the developer instance 

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