• Icon: Suggestion Suggestion
    • Resolution: Unresolved
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    • Customer Portal
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      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'.

            [JSDSERVER-249] Multi-step requests in Customer Portal

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              Unassigned Unassigned
              kevin.barkan kevinb
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                Created:
                Updated: