Can a form trigger a template

English Forum Tips and Tricks
1

Hi,

Is it possible for a completed form to trigger a template?

For example a project manager completes a form request for a team member to kick off some work. The team member has a template which contains standard subtasks of which they need to complete in order to complete the inital task at hand (sent via a form). Can this be automated if so how?

Thank you!

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2

No, but you can create a rule that accomplishes what you’re doing in the template (add a set of subtasks, etc.) so that’s the recommended approach for automation.

Thanks,

Larry

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