How can I classify group of requests based on a specific form data and show it in User portal with specific name
by default, WFG classify requests based on number of participants
(Person- Action To do
Person list- Action Team To do)
Apologies for the delay. You can use the Advanced View Search and have a link to it in the portal for the desired users.
Here are some documentation and articles regarding this:
Search results can be displayed using the Advanced View mode.
This mode give you access to extended features that provide a high level of report customization, and allows you to view targeted information by filtering and organizing the information according to your needs.
You can access it either by clicking the Advanced View checkbox on the Search screen, or by clicking the Advanced View button located at the top right of the Search results screen.
All of the …