This is where we begin to build automations using Deluge scripts.
You can set up scripts to run based on the load of a form, based on a field fillout, or on form submission.
In our case, we need workflows to run all of the following actions:
- Prepopulate the Deal-level data on load of the form, after clicking to open the form from a CRM Deal
- Only show the Comment field if we check the ‘Add a comment?’ box
- Only show the Task fields if we check the ‘Add a Task?’ box
- As a validation on form submission, ensure all the requisite fields are filled out in order to actually submit the form
- On form submission, update all the data in the CRM Deal and add a comment or task if indicated
More Help Understanding Form Workflows
