Hi All,
Hoping at least one of you may have experienced these challenges in the past, and figured out how to overcome them :)
We’re trying to launch the new customer portal, but have the following challenges:
- When launching the “REQUESTFLOW” process, which starts creating a new request, the “Place ID” always seems to default populate to whichever value is highest on the list of Access in the users profile --- Is there a way for place_id to start blank/empty? We’d are a B2B organization, where each Customer has access to hundreds of places, we want to force them to select the right one, without defaulting.
- When loading any lookup, whether Placelookup or RequestTemplateLookup, or others, the default sort order seems to be on the key element. Can the sort order in a lookup popup be manipulated to any custom-sort, such as by place.name or request_template.name?
- Is there any support for Searching or Filtering within a lookup? a list of 500-5000 locations is hard to browse through without abilities to search/filter.
Thank you in advance!