I have a vendor that needs to do the following process.
They need to enter a new certification, and will be given a code they need to enter.
The code they are given is linked to a Project, so first I need to be able to link that code to the Project, then I need to look at the project to get the Partner the Project is associated with.
From here I than need to show them a specific form to fill out.
Can this be done in dynamic rules or is there some other way that I need to go about this?
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Matt Holmen
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Question
Need to create a workflow like flow.
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