iPaaS form

Is there a way to create a person field on an iPaaS form that works like the one on TDx forms?

Asked by JAMES HOUSEHOLDER on Tue 8/13/24 11:36 AM
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Answers (2)

This answer has been marked as the accepted answer
Mark Sayers Tue 8/13/24 2:32 PM

Hi James,

Yes, you can do this technically. You would need to either initialize a drop down element on a form and pull data from a flow that pulls people with the common connector or a report. Using a report is probably better.

Sincerely,
Mark Sayers
Sr Support Consultant, CS

1 of 1 users found this helpful.
Mark,

I would love some more information on how to do this, any resources you can point me to? - Alexander Fucci Wed 12/18/24 3:49 PM
Mark Sayers Wed 12/18/24 4:52 PM

Hi Alexander,

Essentially you have the drop down element on your form, there is a condition on the element set on initialization, the condition will set the choices from a flow, the flow would be a simple "get all users" or something call to TDX, you use "form choices response" from the data section of the iPaaS toolbox and send the form choices back to the form which will populate the choices in the dropdown

Sincerely,
Mark Sayers
Sr Support Consultant, CS

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