Hi,
I am trying to create a multi-step / multi-entity lookup advanced form, and unfortunately I don't seem to have the necessary skills to do that. This is what I am trying to achieve.
1. Applicant submits a request form from the portal with basic details (first name, last name, issue etc). - Done
2. CRM User will approve the request form at the back-end from CRM (Done). This creates an application form (application table) which has a lookup to the contact table (applicant). The basic details that were provided by the contact are updated on the contact form (Done)
3. This application form is now visible on the Applicant's portal page (applications list page). The applicant can now edit the application and provide additional details.(TO DO). For this I am trying to create a multi-step advanced form.
Step 1 - Edit details about the application - Done. The application page step 1 loads fine and applicant is able to update details on application page
Step 2 - Applicant should now update the applicant details (contact record). This contact is a lookup on the application record. how do I link from step 1 to step 2 ? On this page, the applicant should be able to add additional details about themselves e.g. address, dependents (add new contacts and link them to the applicant via connections).
Step 3 - This will be more details on the application table or other related tables. How do I go back to the application record from the contact record in step 2?
Can any of the Portal gurus help me out here ?
