5 Replies Latest reply on May 31, 2018 10:55 AM by JenBouillion

    Reference customer fields in Request Offering Form

    ALandl Apprentice

      This probably has a simple answer, but I can't seem to find any documentation on it.

       

      Is there a way of referencing fields from the customer in request offering forms? E.g. pulling the customers phone number into a box, or hiding a field based on their Org unit.

       

      I know you can use "current user" functions, but this does not work in a lot of cases since the service desk can log requests on someones behalf.

       

      Thanks,

      Andrew