Drop down list of Accounts in a Specific Group

Drop down list of Accounts in a Specific Group

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  • Is there a way to get a list of accounts in a group to populate a dropdown menu?

  • "Get Accounts for Group" step can accomplish this. This Step can be found under Integrations>Internal service>Group Services. We need to pass in a Group ID as the input and the step will output all accounts in the group. This Account List can be passed to the Drop-down Component on the Form. The Drop-down element can be set to account type and we can display the field we want to show on the drop-down list.

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