Hi! Is there a way to make custom forms appear in a certain order by default?
We have 2 forms, Project Request and Reporting Data, that get attached to a project after it is converted from a request.
Separately, we have a form, Asset Intake, within a template.
Once a request is converted and the template is applied, the form within the template keeps appearing first. We would like for it to appear in 2nd or 3rd place.
Right now, the form order appears automatically as:
Asset Intake
Project Request
Reporting Data
Ideal order:
Project Request
Asset Intake
Reporting Data
Would appreciate any insight - thank you.
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I'd try adding all 3 forms to the template(s) not just the first one. Even though there won't be data in 2 of them until it's converted, you can have them there in the order you want on the template and the converted info will fill into the custom forms there to receive the same info. I haven't tested it but worth a shot. Let me know.
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I'd try adding all 3 forms to the template(s) not just the first one. Even though there won't be data in 2 of them until it's converted, you can have them there in the order you want on the template and the converted info will fill into the custom forms there to receive the same info. I haven't tested it but worth a shot. Let me know.
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Replies
Total Likes
Views
Likes
Replies