Create Custom Entity Record on Marketing Form Submission
We're looking for the ability to create a record in a custom entity on submission of a marketing form. Currently, it only allows for the submission to update/create Leads and/or Contacts. Today our workaround is to set up our marketing forms to only create Leads, then through a workflow it disqua...
STATUS DETAILS
Planned
Control Access to Create Records from a Subgrid
Similar to the functionality of the Timeline, it would be beneficial to have more control over the actions that can be performed from a subgrid. We don't always want to allow access for users to create a new record from a subgrid, and in the instances where they could/should create an item from t...
STATUS DETAILS
Needs Votes