Modify Customer on Form Submission

  1. Go to Configurator > Forms

    The Forms page appears.

  2. Select the Form to view the <Form Name> Actions page.

  3. Click Customer Master Management Flow card under Requisition And Approval section.

    The Customer Master Management Flow page appears.

  4. Click Modify option.

  5. Select approval type from Modify Customer dropdown.
  6. 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.
  7. Optional: Click Define Condition button to configure conditions for modifying a existing customer.

  8. Select a customer field in the Customer Field For Update dropdown to modify the existing customer.
  9. Select the Customer Fields from the Form Submission Fields in the Customer Fields Mapping section.
  10. Click Save or Update.