The goal is to send one form to a recipient, but have their responses to various sections got to various assignees, whereby the assignee only sees the information relevant to that section (and the general contact, etc info).
Rules can do this to a limit by creating subtasks based on fields, however the subtask doesn’t pull the specific form information for the associated rule/field. i.e. each assignee can view the whole form, but there maybe be parts that are not relative or sensitive.
I was just thinking about wanting forms to be more versatile when a form gets filled and submitted the different approaches that are possible this is a brilliant idea
Here’s a suggestion regarding your request. (My understanding might be incorrect.)
Request: Create a task from a form. Use rules to create subtasks for multiple users. Duplicate the parent task’s task name, due date, custom field values, and description into the subtasks.
Solution: When creating subtasks using rules, use variables to reference and input the parent task name, due date, custom field values, and description.
I think this works ok for single or multi select, but not for text answers.
E.g. if question one is feedback, i want that to go to our customer services teams, if question 2 is listing items required, i want that to go to our logistics team, if question 3 is customer satisfaction, i wan that to go to the management team, but not necessarily be visible to the customer services team.
Connect every question in your form, including text questions, to a custom field. (I usually start by creating the custom fields, then create the form by choosing the custom fields to connect.)
Have rules create tasks (not subtasks) for each purpose and put them in the section you want with the assignee you want. Use the “+” to value the task title, description, etc. of each task as you’d like it. One of those rules can mark the form submission task complete; sounds like you don’t need it.
(Note: I didn’t test this but I think this should work.)
Thank you Larry, I appreciate all the help here. What does seem to be missing in each scenario suggested, is the ability to pull the form response to a particular question into the task description.
e.g. I want the response from question 1 to be assigned to Jane, the response from question 2 to be assigned to Jeff etc., without them seeing the whole form submission, just the question and answer that relates to their workflow (and the contact details).
I may be missing something, but all I have tried so far hasn’t led itself to this.