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Suggestions for a way to create a request form
We have demo equipment for which a request needs to be put in to use it. There is a short form to fill out, mostly yes no questions with some free form and then submit for approval. The person doing the request doesn't need to select the particular demo equipment, just the type and then the admin will assign the serial number in a separate process. Ideally, I would like there to be a button on the opportunity that says "submit demo request" which will then take you to a custom object which will have all of the fields necessary to fill out and a "submit for approval" button. Is this difficult to do? I don't know code.
I have the same request and i wonder if you can share what you have finally done.
thnaks,