How to use existing CRM forms for portal You can also get the ready-made ‘Form’ layouts that are configured from the CRM. You can select Existing CRM Fields for Add,
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How to duplicate existing form You will get all the created ‘Form’ records on the Form page. Among those, you can easily duplicate the existing list as per the requirement.
How to duplicate existing list You will get all the created ‘List’ records on the Listing page. Among those, you can easily duplicate the existing list as per the requirement.
How to use existing CRM view in list You can also get the ready-made ‘List view’ layout that is configured from the CRM. By selecting the Use Existing option, you
How to create workflow for updating existing rights based on actions preformed You can add the rules and set the conditions if you want to show the specific entity data
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