Create Customer Based On Form Submission

Make sure the form has been configured with an Approval Process. The functionality will not work if the approval process was not configured. Check out the Assign Approval Flow page to assign an approval flow.

  1. Go to App Builder > Forms.

    The Forms page appears.

  2. Click on the Form based on which you want to create a customer.
  3. Under the Requisition And Approval section, click the Customer Master Management Flow card.

    The Customer Master Management Flow page appears.

  4. Optional: If required, change the approval type from the Create Customer dropdown.
  5. Select customer mapping options in the Map To section.
    • Filled by: The created customer will be mapped to the employee who filled the form.
    • Approved By: The created customer will be mapped to the employee who approves the form.
    • All Employees Exclude Managers: The created customer will be mapped to all employees except those marked as managers.


  6. Optional: Click the Define Condition button to configure conditions for creating a customer.
  7. Under the Customer Fields Mapping section, configure form submission fields for the respective customer fields.
    As shown in the above screenshot, the input entered in the Customer field while submitting this form will become the Customer Name. Accordingly, the customer will be created with the inputs entered in the configured form fields.
  8. Click Save or Update.