Hi, I am trying to find a solution to enhance the experience of the user while filling up the form and also get the right information.
Objective: User needs to see information of default payment terms when they select the desired agency in the forms. Then they will be required to select the payment terms they desire. They should be able to select the default or something different. If they select something different than the default option, they should give the reason why.
Functionalities that might solve:
- Add the look up field in the form - that will show when the 'link to another record' is selected;
- Functionality of creating a conditional filed if 2 fields are different.
If there is another workaround/solution, please let me know. Look forward for your guidance. Thank you!