We have a form which pulls the initial data, but there are situations where we need more information. We want to put a button in the interface that connects to a different form, but the url address is dynamic, not static.
Ideas on how to accomplish our goal:
- Make the url address static so it goes to the form each time.
- Viewer/commenter could open
- Use an automation button that populates the form and updates the record it was triggered from.
- Can someone with viewer/commenter access use this button?
- Create a template that will link to the record, but don't think this data will be able to be pulled for reporting which is not helpful long-term.
- Can someone with viewer/commenter access use this button?