Intake form --> add task to project based on user response

[Bobby_Goldstein]

I have an intake form that I’m using for specialist requests, that uses rules to convert the task into a project. I would like to, based on the responses on the form, use a rule to add tasks to the resulting project:

• I’m able to create a rule that almost gets me what I want → I have the question in the form connected to a field (and that field exists in the project template, and in the portfolio), set to trigger when the field is set to Yes. But it doesn’t run, and it looks like the breakdown is happening because the field value is only project-wide, but the rule can only be triggered by the field values in the project tasks, which are, oddly, different

[lpb]

@Bobby_Goldstein,

My recommendation for getting the tasks in the destination project would be to use rules upon form submission to add them as subtasks to the form submission task, because when the task is converted to a project, its subtasks will become top-level tasks in the project.

I don’t think I fully understood the rest, but remember that portfolio level custom fields (that offer a value for each project) would apply to portfolio level rules, and project level custom fields (that offer a value for each task) would apply to project level rules (like the ones for form submission).

I’ve moved your topic to another category that’s more appropriate.

Thanks,

Larry

[Bobby_Goldstein]

Thank you for putting this into a more appropriate category!

And, yep, using rules to add subtasks to the task seems to work. Seems like a pretty convoluted way to do it, but it worked