Overview: The form sharing functionality has been introduced, allowing users to share records with others for easier collaboration.
Updates:
1. Form Sharing Functionality:
Users can now share forms with colleagues, simplifying collaboration.
Benefits:
Improved Collaboration: Share forms quickly with others to gather responses or provide input.
How it works ?
- Go to a form view of a model. In this scenario, click an Opportunity record.
- Open Action menu and click Share button.
- In the pop-up, you can share the form on a channel or with your colleagues. Or you can copy the link to the form. When you select the chat or channel you want to send and click on it, the link of the form will be sent automatically.
Warning : To use this feature, it is necessary to install the Web Share app.