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Thread: Attach different forms to same sales process step when using LAN and Web

Andrew Grandin
Posts: 272

Attach different forms to same sales process step when using LAN and Web Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 21 May 10 10:21 AM

Hi All, we are currently running LAN and Web simultaneously. When i go into Architect (not AA just the normal Architect) to Manage --> SalesProcesses i can see on one step that a custom LAN form i created is attached to it. (obviously this form is not getting called when we click the step in the Web environment).

I have created a new web form to replicate this functionality in the Web environment and need to attach it to the same sales process.

However when i use the Web Form ellipsis button underneath where it shows my LAN form on the sales process i get nothing in the search results.

Has anyone else been through the process of having LAN and Web sales processes call different forms depending on what environment youre in???

[Reply][Quote]

Andrew Grandin
Posts: 272

Re: Attach different forms to same sales process step when using LAN and Web Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 28 May 10 3:35 AM

Hi all, just to let you know ive been told that not being able to attach webf orms in a problem with the current 7.5 Architect. Ive made a work around where i look at the name of the step the user has clicked and invoked my form based on the text value of the step they clicked.

[Reply][Quote]

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