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Engineering: fill onboarding form links on platform records

Engineers changing onboarding status leave coordinators hunting for customer form links. Populating customer-specific form links on the platform record lets onboarding coordinators start setup quickly.

Engineering: fill onboarding form links on platform records

Overview

Manual link creation forces engineering into repetitive updates and stalls onboarding handoffs. Populate customer-specific form links on the platform record when status changes so onboarding coordinators can begin setup quickly, reducing kickoff friction and handoff delays.

Notable Features

  • Populate platform record with links
  • Create customer-specific form links
  • Notify onboarding coordinators immediately

Engineering: fill onboarding form links on platform records