Embedded Forms

This type of form that can be embedded into another form as a separate entity.

Use embedded forms to maintain and reuse smaller chunks of data, and to conditionally display the right data at the right time.

For example:

  • Show troubleshooting questions on your Incident form, then replace them with resolution details when you are ready to close.
  • Display your standard embedded survey form in the last step of a portal form to solicit customer feedback.
  • Allow users/customers to toggle between simple and detailed forms so that they can view more details only when needed.

Embedded forms are created the same way as any CSM form, but are then added to another form using the Add an Embedded Form Control to a Form.