Custom Form Conversion - Added Automation
Idea shared by Franklin Wiggins - May 26, 2017 at 3:19 PM
I love the automation of converting form outputs to projects and tasks. It would be nice if more fields could be auto-converted. We use custom forms for customer support call/e-mail tracking and it would be nice if we could add time log entries and assign assignees from the form. Right now, a time log entry has to be added manually after the conversion and the assignee has to be changed manually.

1 Reply

Reply to Thread
David Connolly Replied
May 30, 2017 at 6:01 PM
Employee Post
Hi Franklin,
Thanks for this suggestion, I will pass them on as features that I think would benefit Easy Projects users.
For now it's not possible to add a time entry when a custom form is converted however if you use a template when you convert the form you could add a new task at the start requesting the assignee to create a time entry of X hours.
For the assignee its not as easy, again you could use a template with all possible assignees on it then when its converted just remove those who should not be assigned. Alternatively what you could potentially do is, instead of automatically converting the form, assign a couple of people to handle the submitted forms and when they convert them they can assign the appropriate person straightaway.
I will bring up your suggestions at our next update discussion.
thanks again,

Reply to Thread