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Has the idea/wish for Business rules on onboarding form ever been placed on the roadmap?

Related products:Freshservice
  • February 5, 2024
  • 6 replies
  • 109 views

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I know there are not many entries here about it, but as nice as applying business rules in ticket and service item forms may be, the lack of being able to use it in the onboarding form really makes it hard to convince HR or Managers to actually use it. if you run 100 entities, you want to be able to filter drop-downs based on entity names or countries or… whatever helps to narrow down the choices in subsequent drop-downs for them. at this time, without this ability, all i can do is create and build my own service item, abandon the onboarding module (as we have abandoned the offboarding module also).

it may be nice to have these modules in Fresh, but if they are not actually made useful enough, what's the point of having them if you have to build your own forms/service items anyway to get basics into the function…..

6 replies

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  • Skilled Expert
  • August 28, 2024

Totally agree.

The Onboarding module has some nice features, but the lack of Business Rules makes it no better than Service Requests...


Medic1334
Top Contributor ⭐
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  • Top Contributor ⭐
  • October 10, 2024

This was brought up a while ago but closed when they “redid” the ideas section I’m guessing. 

Perhaps by tagging @manns @zachary.king @Sona_Senthil @jneal @HenriP @Leonard @Karthik who voted for this we can get this one over the top for consideration.

Business rules for onboarding would be great for enforcing lead times. Something like start date not at least 10 days away to allow for appropriate lead times would be great as we are looking at implementing onboarding right now and that is one of the “issues” we are having with the existing process.


mbackwater42
Top Contributor ⭐
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  • Top Contributor ⭐
  • January 23, 2025

The lack of business rules in Onboarding and Offboarding modules has been a major roadblock for our organization. Please add this functionality to the platform ASAP!


ayuhnke
Community Debut
  • Community Debut
  • January 23, 2025

This would definitely help us with the adoption of the onboarding module in our organization.


superchuck
Apprentice
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  • Apprentice
  • July 15, 2025

Business Rules should be available in all instances of this type of form: onboarding, offboarding, create assets and any other form created in FreshService.  All forms should be 100% modifiable by an entity as well.  There should not be fields that are mandated by Freshservice that a company can’t un-mandated.


  • Community Debut
  • June 13, 2026

I completely understand your frustration. The lack of business rules in the onboarding module really limits its usefulness, especially when managing multiple entities. Having to build custom service items instead of using the native feature defeats the purpose. Freshservice should seriously consider addressing this on their roadmap.

On a completely different note, if you ever need a break from troubleshooting, I recently came across a website that impressed me with its collection. You can visit birthday wishes vault to explore a wide variety of birthday messages and templates. I'm recommending it as a third person simply because I was genuinely impressed by what it offers. Hope Freshservice addresses your onboarding concerns soon.