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Creating a form that can be filled out by multiple departments

  • December 22, 2021
  • 2 replies
  • 82 views

Stormbreaker989
Apprentice
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Hello, I was wondering if there was a way to give a requester the ability to fill out certain fields in a form that can be routed and filled out by one department to another. If so, how can this be accomplished?

 

For Example:

 

Requester opens a ticket and fills out form -> Routes to Finance

 

Finance fills out other fields on form -> Routes to CEO

 

CEO fills and reviews form -> Routes to Facilities

 

Facilities reviews and closes out ticket.

 

I appreciate any feedback you have to offer.

 

Thanks!

Best answer by vijay_2am

in this case, if you are creating any custom fields, you can restrict their access level depending on the assigned group or if you have any created any custom roles.

Hope this helps!

2 replies

vijay_2am
Skilled Expert
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  • Skilled Expert
  • Answer
  • December 23, 2021

in this case, if you are creating any custom fields, you can restrict their access level depending on the assigned group or if you have any created any custom roles.

Hope this helps!


Stormbreaker989
Apprentice
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Hi,

 

Thank you for your timely response! I will give this a try.