I know when we were first setting up our site, we talked about being able to submit a ticket with a form in the initial parent ticket. So if we had a PD request, the user could fill out the form, which then goes straight to our agent to approve/deny the request. Or if someone needed to update their W4 they could just create a ticket and immediately fill out the form, instead of submitting the ticket and then the form being attached once an agent has worked it. Is this still in the works, or did it kinda die out?
Best answer by EStapf_iiQView original
You can use the Rules Engine to attach Forms to tickets now! (It’s so great!)
More information can be found in the Adding Forms to Tickets - Guide.
We also have a Premium App called Enhanced Approval Workflows. The capabilities allow for rules to easily automate the workflows based on roles, location, and other filters. This premium app also enables users like principals and other administrators, who generally are requestors in iiQ, to access and execute approvals easily and efficiently without having to be made into Agents.
Enhanced Approval Workflows Premium App is available for the following modules:
I’m happy to schedule some time with you to discuss!