How do I build a form to find or then creating a Customer Record?
To search for an existing customer record before adding one is a very common need.
This can help prevent losing customer records and associated records (or duplicating).
Actually this can be generalized to searching for an instance of any entity before adding one.
Anyway, please provide best practice to do this. I have tried associating a form to the process/activity, but then cannot make the form queryable.
I have tried creating a form in the entities section of the modules directory, but then cannot associate to an activity.
Please list the steps in detail (or make a Process Central template).