Forms in Customer Portal | Voters

Forms in Customer Portal

Laine J.

It would be great if we could have the ability for a portal user to submit forms with data such as New User details, staff dismissal's so we can get all the details we need authorized by an account which is logged and assigned 2FA.

March 9, 2021

Ben Press

Hope this is coming soon?

Jason L.

This would be a huge feature addition for us. We have been looking for a way for clients to submit forms for onboarding/offboarding requests and the ability to link it to existing Assets or Processes would be a dream come true!

Joseph B

Jason L. What PSA are you using currently? CW PSA has such a killer Customer Facing Portal for this kind of stuff already. I wish their Processes were as polished, but CW's supports SSO by default etc so it's been pretty awesome.

Kallie Johnson

Joseph B We currently use this feature in CW portal however, It would be nice to create the forms in Hudu so we wouldn't have to manually upload to hudu

Adam W.

Absolutely agree with this, New users/Update user/Terminate user make it fire off an event too then it can instantly action something in 365 or even better make it so it could call an API directly and you can automate virtually all email accounts.

David C.

This is much needed. This would make onboarding a new user or user separation much cleaner. Also, just a simple fillable form that when hitting submit would email our support ticketing system with the info would make this work.