I have an automation set up that when a new client appointment is made a task is created and a form is automatically emailed out to the prospective client. How can I make the form response link back to the specific task? At the moment it is creating a new task, but this basically means we are crea…

@Julia_Attwell , I’ve merged your post into an existing thread; click the title or scroll to the top to find the purple Vote button where you can vote to support this request. Meantime, yes, you could manually merge the tasks or you could consider making the form submission task a subtask of your …

Assigning Form responses to Existing Tasks

English Forum Tips and Tricks

lpb Split this topic 18 April 2023 13:37 2

2 posts were merged into an existing topic: Form submission directly into an existing task

Topic		Replies	Views
Trigger a Form to be sent when a task marked complete Tips and Tricks	4	693	1 December 2022
Submit an incomplete form and still have all the questions be added to the task description Product Feedback	1	550	22 May 2021
Automatically assign dependency to a subtask Tips and Tricks	2	1127	25 November 2022
Splitting one form into multiple tasks Tips and Tricks training-question , help	2	1944	31 March 2022
Automatically Assign Task Tips and Tricks	2	9103	25 July 2018

Assigning Form responses to Existing Tasks

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