Associate a form with an operation
Before you can associate a form with an operation, you must first have created a form.
Associate a form with an operation
To associate a form with an operation, click on Settings -> Forms.
You then have a list of all the possible operations by type of user of the platform:
- For a loan or bond transaction request
- For a share transaction request
- For an investment in a loan or bond transaction
- For an investment in a share transaction
- For an investment in a fund
- When registering a physical investor
- When registering a legal person investor
- When registering a partner
To associate a form with one of these operations:
- click on the arrow to the right of the operation to display the list of forms you have created.
- choose the form you want to associate with the operation.
Associate a form with a specific operation
The forms defined by type of operation are shared between operations of the same type by default.
You can decide to associate a dedicated form with an operation.
For that:
- go to the Forms section
- Choose from your forms the one you want to associate with a particular transaction
- click on Actions
- A drop-down menu will appear, click on: Link to an operation.
- Then enter the name of the operation to be attached to the form and "Confirm".
- The name of the product attached to the form appears
