Hi guys,
I have a website that my miniextension form is embedded on. I would still like users to only see records they are associated with when they access the form.
I understand a bit about prefilling fields but the field that needs to be pre filtered is a linked record.
I am thinking if it is possible I could switch the form to be a portal and then I would simply need a way for the user when they enter their first login on the site to also login to miniextension portal in the background.
Or I need some way to pass info into embedded form to filter linked records. Let me know what your thoughts are.