In this video, we cover using custom tokens and how they apply in dynamic scenarios - particularly with question templates. It's an advanced-level move that can have huge benefits for scalable management of your CloudRadial tenant.
The key is mixing and matching partner and company-level tokens to pull information through smoothly.
WARNING - It's heavily advised that you watch the question templates video first before you watch this. While it's not 100% different, it covers them in a more basic way and this builds on it.
Question Template Video: https://youtu.be/RvHO47g-MIs
Comments
1 comment
Just revisiting this... now that I have more context, this is so powerful. Being able to customize a number of ticket forms or sales request forms with questions that pertain to a particular customer is amazing.
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