Hi there ….. we have a business workflow where we want to pre-populate a form and then send it to a client. In order to avoid confusion with the client starting multiple versions, we plan on using the ‘partial submission’ features. This will allow a unique URL per engagement.
Our current process is to have an admin:
- open the form pre-populated with URL params
- save form
- copy URL back into CRM in order to send to client
Can this be automated via the API?