Hello,
When a user submits a request using the self-service portal, it defaults it to a basic request process. I then change the template on my side to follow an advance format.
In a perfect world, the basic request being submitted with Category = A and sub-category = B would change it to the advance template I would like. Is that not a possibility?
Thank you!!
Automate Basic Request to Advanced
Hey Kat,
yeah, you can automatically update the template based off the selected categories.
You have to change that in the settings for the category. There's a dropdown field with the default value "don't change", it should list all your templates.
yeah, you can automatically update the template based off the selected categories.
You have to change that in the settings for the category. There's a dropdown field with the default value "don't change", it should list all your templates.
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