Continuing the discussion from Use workflow and rules to customize tasks from forms based on form data:
I tried creating a project following the idea in the video from the referenced topic. I have workflow rules that trigger as a task is added to a section with the intent of processing a form submission.
The form has checkboxes mapped to a field that are used to decide who a task/subtask should be assigned to
the checkboxes match the names of the sections
there’s an additional yes/no field to say whether or not a task has been assigned yet.
Someone fills out the form and says they need A, C, and D
task enters Section A:
- assigns to person A
- sets assigned to: yes
- moves task to section B
task enters Section B:
- there’s filters for each section that check if the field value has B, if not, send it to the next section
task enters Section C:
- task has assigned set to yes:
- task has value C
- give it a subtask and set the assignee to C
Instead of going from A to B to C etc. The tasks are jumping all over the place. The task history has it entering and leaving the same sections multiple times. Which appears to me that the rules are not triggering section by section but by some other way.
