Interesting...thanks for putting this together. Could the Wizard work for editing records? I'd like to streamline that process too (e.g. follow-up conversations with Contact).
Thanks for this info Is there a use case for this other than breaking the entry info down into steps? Can this fire off a Blueprint by changing a field? Would see the whole record instead of the wizard record?
fantastic video thank you.
Is there a video you share on how to mandate the wizard the user sees ?
Interesting...thanks for putting this together. Could the Wizard work for editing records? I'd like to streamline that process too (e.g. follow-up conversations with Contact).
Thanks for this info
Is there a use case for this other than breaking the entry info down into steps? Can this fire off a Blueprint by changing a field?
Would see the whole record instead of the wizard record?