Trying to use the forms function on Sales Pipeline.
My intention is that when i create a Sales Pipeline Task. It generates a form which it automatically emails to an onsite engineer with the list of subtasks for example. So they know what they are doing and can fill it in/feedback.
However on the initial data entry box “A Submitter Name” i want to link it to the assignee for example. But all of my fields say not compatible? Any ideas?