[10-Apr-19] Enhancements in Forms & Processes and Custom Field Sets

We’ve made some handy improvements to forms and processes and custom field sets –

Custom Fields Sets

Now add multiple files to the same file field (for example – multiple pages of passport) and replace or remove uploaded files.

upload, remove, replace

You can now download and view captured documents from lead activity history and activity edit pages.

downloaded file

For more insights on custom fields sets, see How to Setup Custom Field Sets.


Forms & Processes

  • Custom Field Sets can now be used in Forms.
  • New actions are available under Form Rules –
    • Mail merge from lead/activity fields
    • Copy from an existing value
    • Calculations on number fields

For more details, see How to Create a Form.