Hi is there a way when you hit “New Record” - for it to offer 2 different form options/templates? For example we have a project section in our setup but we do different types of projects. One that requires lots of info and one that does not. Is it possible to select the form type you want to use? Or if you have another option to get to the same result.
You can probably try “Conditional Formatting” option to toggle between what Field/Section need to be Shown or not.
You can let the user choose the “type” of project first.
And then show the corresponding fields based on their initial “Project type” selection.
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