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Forms and Bundle members
Standalone forms, including multi-instance forms, can now be filled out and applied simultaneously to more than one bundle member account. There is now an option to select which members to apply the filled out form record to.
For multi-instance standalone forms, when bundle members are selected and saved with form entry, a new form record will be created for each selected account.
For single instance standalone forms, each account can only have a single instance of the form populated. After a single instance form has been populated for an account, if there is an attempt to populate it from other bundle members, an error will be displayed.
Release Notes 3/12/2023
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