Currently running into an issue and was wondering if anyone could help.
I am trying to automate task creation for whenever we have an event. Currently, we’re using a form that allows the submitter to give details about the event they are planning. The form, once submitted, gets automatically turned into a project (we have a project template set up for this).
There are certain tasks that are a part of the template that will always get created. The issue I’m having is that I want to have a rule set up that will only add certain other tasks, based off of the need of the submitter (ex: when they select “Video”, the pertinent video tasks get created with relative dates, same for “Communications”, and so on and so forth)
I’m assuming you have a rule set up for when a task is created from your form, it’s converting the task into a project and that project is using your project template. Would it be possible for you to create multiple templates for the different combination of scenarios? Then you would just need to have a rule branch for each scenario so that the automation knows which template to use. For example:
On your form you could have a multiple select question tied to a multiple select field in your project. So if your client chooses “Video, Photography, Communications” then you could have a rule that says “Check if field contains all of: Video, Photography, Communications” then it uses Template number 3 or something like that. And template number 3 could contain your base tasks that are always used, plus the photo, video, and communications specific ones. I hope that makes sense.
