Create Customer on Form Submission
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Go to
The Forms page appears.
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Select the Form to view the <Form Name> Actions
page.
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Click Customer Master Management Flow card under
Requisition And Approval section
The Customer Master Management Flow page appears.
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Select approval type from Create Customer
dropdown.
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Select mapping options in the Map To section.
- Filled by: The created customer will be mapped to the employee who filled the form.
- Approved By: The created customer will be mapped to the employee who approves the form.
- Optional:
Click Define Condition button to configure conditions
for creating a customer.
- Select the Customer Fields from the Form Submission Fields in the Customer Fields Mapping section.
- Click Save or Update.