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jenn.smithchongAsked on June 24, 2019 at 10:58 AM
I want each of our sales agents to provide a list, by account, of sales opportunities with the drop-down fields for each opportunity, with the drop-down options being different:
Name of account (free text)
business area (drop-down)
Platform(s) (free text)
Timing (drop-down to select month-year)
Probability (drop-down to select High, Medium, low)
Number of cases (free text)
Anticipated annual revenue (free text - numerical)
I can't find a template to leverage.
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John Support Team LeadReplied on June 24, 2019 at 4:55 PM
I think a Configurable list can come in handy with this particular requirement. This widget allows you to define the various field types per column on the list in a matrix-type of layout. Here's a quick demo for your reference:
Please refer to this link below for more information about this widget:
How-to-Set-Up-the-Configurable-List-Widget
In case you have a different concern in mind, and think that the requirement is not achievable by using this widget, Request A Form feature is available. You may request a type of form that you want by following these:
How-to-Send-Request-for-Custom-Form