Node associated to member and when you click member you can view nodes
I believe You can get most of the way here quite easily in 7
- Create a Cases Document type with basic fields and then a place for form info. You would have a member picker as well as a field type?
- Create workflow step to add to a node (the cases document type) and ensure the person who filled in the form also has the member type field populated.
Will this work, will the member have an associated node? The step to complete is how you show nodes associated to the member as a new tab.
Basically a basic CRM - If the form is filled in then the associated member gets made if they do not exist and cases added to them if they do.
Relating nodes to Members in Umbraco 7
Hey all, I have seen various discussions on this topic from 2016, Umbraco 6 and under like this thread: https://our.umbraco.com/forum/extending-umbraco-and-using-the-api/78475-create-relation-between-content-node-and-member
Goal:
I believe You can get most of the way here quite easily in 7 - Create a Cases Document type with basic fields and then a place for form info. You would have a member picker as well as a field type? - Create workflow step to add to a node (the cases document type) and ensure the person who filled in the form also has the member type field populated.
Will this work, will the member have an associated node? The step to complete is how you show nodes associated to the member as a new tab.
Basically a basic CRM - If the form is filled in then the associated member gets made if they do not exist and cases added to them if they do.
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