Ability to create pre-filled forms for customer to follow status on their projects

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Jayraj Berde

• November 17, 2020 13:57

An ability to share a form from an app with pre-filled data for customers to track the status of their projects or status on their accounts.

If a customer can query their email address a form can display the data & statuses on the fields made available

 

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  Bill Carovano

  • November 17, 2020 16:15

  There are a couple of Podio extensions that might address your needs:

  https://momentumtools.io/hc/blog-podio-forms-globiflow

  http://pushingpodio.globi.ca/allowing-single-app-access.php

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  Stephanie Miranda Jimenez

  • November 18, 2020 17:26

  Hi,

  Thanks for contacting Podio Support.

  We have an article with more guidance about pre-filled webforms that may be helpful, here is the link:

  https://help.podio.com/hc/en-us/articles/215541788-Prefilling-fields-in-webforms

  If you have additional questions, do not hesitate to open a support ticket at: 

  https://support.citrix.com/cscase#/podio

  Regards,

  Stephanie - Podio.

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