Allow checked boxes in contracts to be linked to custom fields and be used in workflows
E
Eric Langley
Allowing contract checkboxes to link to custom fields and be used in workflows will enable updating contact records based on which boxes are checked in a contract and triggering workflows with those updates.
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R
Ricardo Gomez
I came to the feedback board to literally leave this same suggestion. It would be extremely useful to have conditional logic enabled for checkboxes within contracts and documents or through automations whichever is fine. I have a document that i need to sent to clients and it asks for their gender and preferred language. I created a pdf document where the lead can click a check box for their gender and preferred language, but come to find out that the checkboxes basically have little to no backend use.
A
Andrew Langhammer
I’m creating a document with Opportunity record fields and Contact record fields. When I use a Contact with an Opportunity created against it, the Contact information is added, but the Opportunity information isn’t. How do I get the form to recognise the Opportunity information?
Why does the form builder allow you to select Opportunity fields within the Contact field tree if it's to going to fill them?
C
Christy Allison
This would make how we use Contracts and Documents infinitely more powerful.