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In some use cases, clients want to sync the start date of a selected period from a Multi-System question group directly to an opportunity field in the CRM. For this scenario, we’ll assume there can be a maximum of three periods, and the user selects which period to sync.
 


 

How to Capture the Selected Period’s Start Date

 

To implement this logic:

  • Set up a global question outside the Multi-System group. This will determine which period (e.g., Period 1, Period 2, or Period 3) should be used for syncing.
  • Inside the Multi-System group, ensure you have a Start Date question for each row (period).
     

     

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