The simplified interface for the Customer Portal is great, but we have some workflows which present challenges, for instance, uploading a PDF.
Our PDFs could be one of 5 types, and each type has some specific metadata. Our current options are to either have 5 request types for uploading a PDF, or to put all the metadata options on one "Upload PDF' request.
It would be great if it were possible to have multiple steps in Customer Portal so that a customer could:
1. Click 'Upload PDF' request
2. Get a common screen which applies to all PDF upload requests.
3. Enter information, including a 'Document Type' for the request.
4. If the document type was set to 'Analyst Report' then provide a way for the user to give the metadata required only for that type.
This could be accomplished with multiple screens in a wizard setting, or with conditional fields which only appear when something is checked, e.g. an analyst report metadata fieldset which only appears when type is set to 'analyst report'.
Suggestion
