Public Forms
planned
Kevin Landers
We need the ability to embed/provide forms publicly.
We have a lot of forms that are used by outside vendors and/or new clients that are not yet in AAD.
For example, we have a Site Survey form that 1099 field techs complete.
Another example, a new client that is in the process of onboarding may not have AAD as part of our onboarding is to migrate them from hosted Exchange/etc. We still need to provide them with forms for: Company Details, Billing Details, Sites/Locations, Employee Listings, Letters of Agency and many more.
Log In
David Laycock
Another feature that would be nice is to have an approval process we could enable for public forms such that when a public form is submitted that it will send an approval request to technicians who will have to approve it before it triggers the related workflow.
M
Martyn T Keigher
planned
Marvin Irby
This would be exceptional for new client intake, like others have said definitely, +1
Jared Brantley
Marvin Irby My thoughts exactly
Frank Merino
Our new client intake forms are not in rewst because there are not in aad yet either.
Also several of our project forms can't be in rewst for these same reason.
Would love to see public forms
William Pote
This would be really huge for us. It would allow us to slowly start moving all our Cognito forms to rewst.