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Portal "Request Now" Link to New Application Fact Sheet Entry Form?

  • June 27, 2024
  • 3 replies
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  • Shane
  • Royalty For Loyalty
  • 16 replies

As a bit of a follow up to this topic: How to include Application displayName in "Request Now" Action Button of Application Portal | Community (leanix.net)

 

I am wondering if it is possible to redirect the “Request Now” button in the Portal to open a form for filling out a new fact sheet. I have just created a Data Quality Governance process with tagging and To-Dos for making sure applications are entered with good data quality, and having the portal as an entry point for new manual application requests to take advantage of this would be great.

Best answer by Justin Swift

@Shane interesting idea, as any URL could be used in the portal setup. Unfortunately, the create new factsheet action does not generate a URL that can be referenced as far as I can tell.

Maybe there is a more technical approach available or this might be a new suggestion in the portals product roadmap.

    3 replies

    Justin Swift
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    • Justin Swift
    • Veteran
    • 186 replies
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    • June 28, 2024

    @Shane interesting idea, as any URL could be used in the portal setup. Unfortunately, the create new factsheet action does not generate a URL that can be referenced as far as I can tell.

    Maybe there is a more technical approach available or this might be a new suggestion in the portals product roadmap.

    n0rdlichti
    • n0rdlichti
    • Rookie
    • 2 replies
    • September 16, 2024

    I’ve got a similar requirement. We would like to set up a demand portal and make it possible to Request New demands as initiatives, but I’m right that there is no possibility to point to a creation form, until now? BR, Martin

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    • andreh
    • Royalty For Loyalty
    • 28 replies
    • September 16, 2024

    We had a similar idea, but it is not possible at the moment, as LeanIX uses mostly static URLs. e.G New FactSheet“ does not generate a URL.

    Depending on when you need such a solution you can either wait until it gets to the roadmap and people vote for it or use another forms app and create the FactSheet programmatically. 


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