asked on February 12, 2018
For instance, I'm making a trade order form and would like to add a link that's specific to each account that it's launched off of. For example, I have a button on an Individuals Financial Account page where one employee will launch the form from. Is it possible to have a link of that Financial Account page be pulled into the form for users on later steps to use to automatically go to the page in question?
I can clarify if this doesn't quite make sense.
Thanks for the help
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