Looking to use dynamic forms to only show certain fields based on logon id… Meaning, if a user logs in and that user has a tag (or can use another field) allowing them to see certain data we would show that selection on the form…. But if they did not have permissions we would not… Is this possible?
example - customer A is allowed to see a list of customers they support
customer B is not allowed to see that list of customers because they have a different role.
Is there a way to do this?
Hi
Greetings From Freshworks Community
I understand that you would like to populate the ticket creation dynamic form for logged in users based on certain filters be it them having certain tags or any other contact Filter. Yes this is possible, we can achieve this through portal customization where we can add these customers to a contact segment and then write a script or code to build the logic to display the specific form(using the form ID) only for logged in users belonging to that customer segment.
This would require extensive portal customisation and I am afraid we do not have the expertise to assist you with the code level support hence I would request you to have this implemented with your developers internally. Incase if you need us to assist you with this please feel free to write an email to support@freshdesk.com and we would loop in our SI partners who can write custom scripts for your account. Since this is a custom request there would be professional cost involved with the same.
Thanks :)
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