Hello all,
I was looking in the forum, I didn’t find anything really matching this query, so here I am.
Idea: have a single dropdown menu to choose an option and once it is selected the user clicks on a button to display a form (form associated to the option selected on the drop down menu).
Notes: initially, no intention to use anything outside portals interface, I know there are tools out there, really good ones, with a lot of interesting features, but right now I want to know if I am hitting a portals UI limit or if there is a solution or kind of solution available within the AT platform.
I am just asking if someone got hit by the same idea/issue and found a solution. It is also valid if I hear feedback like… “I tried everything, omni, script… nothing worked, ended up with fillouts”. That’s also a valuable info and I really appreciate it.
Alternatively, I was thinking on play around with forms/add record pages and play with conditional visibility to adjust the form fields based on initial drop down selection. Probably it is the best option, however I would like to make the idea more like an page 1 selection, page 2 form, page 3 review/approval. (next, next, next style to guide the end user)
Thanks
