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Form builder for internal use

Feature RequestFormbuilder

Is it possible to create a form builder for internal use i.e. not send it to the client?

I was considering using a Form as a checklist against a client record for us to use internally. Eg case completed by adviser > workflow to admin > form creating a checklist to tick off the file has all relevant docs etc.

However, it seems like it has to go to a client to complete, but I was hoping that we could internally also? This would also allow us to use forms for things like employee onboarding etc if possible

Posted by Conor O'Sullivan ·
Status: Rejected1 comment

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Comments1

  • Conor O'Sullivan

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    Jul 2

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    Merged request

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    2 votes

    Use of form builder internally for checklists

    I appreciate that form builder is designed for external clients. Is there any way this can be set up for internal use also? Just thinking it would be really good to have this as a checklist for case completion etc at admin/paraplanning level. Any ability / plans to do this?