How do you auto populate fields from a specific custom record, on an online form ?

Hi everybody,

 

I’m trying to setup a new form for our techs.

They want to be able to modify repair records without logging in every time.

I created an online form for a custom record that represents an item repair.

In this record, I would like the users to be able to select or enter an item repair number or id, some boxes would be filled and set inactive, others would be populated and updatable on the form.

 

Would you have any information on how to do that ?

 

Best,

Rookie Asked on March 31, 2020 in How To's.
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1 Answer(s)

I would think you have to build an independent website that sends an XML request to a restlet in order to pull  data into the online form.

I don’t think this is possible with native online forms. (though it’s very possible I’m wrong)

From a security standpoint – I wouldn’t want an online form to be able to be used for something like this – I wouldn’t want my customer to be able to open the form and say that the work wasn’t done or something. I would want to force my users to login every time.

Advanced Answered on March 31, 2020.
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