Loving the forms feature for some time now, but am struggling with a feature we now need, that I’m not seeing as we try to set up rules/workflows based on which Form was used.
EXAMPLE:
The Project has 2 forms.
Form 1 is used for lead type A to submit their intake responses
Form 2 is used for lead type B to submit their intake responses
We’ve tried a set up with a single select drop-down custom field, as well as a tag, to identify which form was the source of the submission & launch a workflow. But there is no initiating rule trigger available to make this happen automatically.
**We have to manually review the submission task to see the title of the Form used, and adjust the custom field or tag manually to initiate workflows.
When Form 1 is used, we need the single select field (or tag applied), to indicate that this intake submission came from Form 1 specifically so that we can launch the correct rules/workflows to handle it.
Same for Form 2.
Has anyone found a workaround for something like this? Or am I missing something? I’m using elaborate Zaps in Zapier for now, but they’re just not going to cut it. Seems like a straight forward feature (form identifier as rule trigger option) .
