I am trying to figure out if I can set up a rule that when a form adds a task to a project if a rule can mark a task complete. I have a set of tasks in the project where each executive director or program director is assigned to submit a story or highlight for that quarter leading up to our board meeting. These are collected through a form. I utilize a custom field in the form where the submitter must select the department/program. When the form submission comes in, can a rule be set up to mark the task originally assigned to the director to submit the highlight via the form “complete”. This would save the director going back to the project to mark that task complete as this is the only part he/she has in the project, from there the project is run by the Communications team. If the Development submits their form highlight, I want the task originally assigned to Development to be marked complete automatically and then we will work from the stories and highlights submitted in the form.
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I’m afraid rules don’t support this.
You could write a rule that uses the dept/program field to add a comment or assign a task to someone (other than the submitter in your case) to find and complete the related task manually.
Thanks,
Larry
Hi @Aaron_Hoskins
while you implement the workaround Larry suggested, please visit this product feedback and upvote it.
I believe, having the ability to submit form details into an existing task could open up a lot of possibilities one of which is what you are after.
Rashad
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