set rule based on intake source

I want to set different actions based on how the task was added to the project. It could be manually, task template, form, or even if it’s just dual homed. The Workflow Builder doesn’t seem to accommodate this. Is it possible?

BTW I just noticed in testing the form intake on the Workflow Builder, I can create more than one form in a project??? Is this really recent or am I really behind?

@Heather_Beaudoin,

Have a look at my post:

and you’ll see it suggests using custom fields to help you discern from where the task originates.

Also, @Phil_Seeman’s flowsana.net let’s you explicitly have a rule for a form, I believe.

And yes, multiple forms was a very recent thing; you’re not losing it!! :slight_smile:

Hope that helps,

Larry

3 Likes

This topic was automatically closed after 6 days. New replies are no longer allowed.