8
Create Task/Request instantly from a Custom Form
Idea shared by Conor O'Hare - November 9, 2014 at 12:08 AM
Completed
Hi, I would love to see the functionality of a Task or Request be immediately generated by a user completing a Custom Form. Currently the process adds a record to the Custom Form and a manual action is required to turn the record into a Task/Request. I can see a massive benefit of fully automating this process as it would cut-out any manual step (as described) slowing down and potentially disrupting the commencement of an Activity.
 
 

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1
Conor O'Hare Replied
March 9, 2015 at 12:10 AM
Hi Vadim, sorry for the late reply!
I think a good option would be to have an additional label at the bottom of the "Edit Custom Form" page, similar to the section where you specify who can access the form. A simple drop down list that contains any projects that you have open... A similar approach could also be used to give an administrator the option to turn the form into a 'request' or 'task'?
What do you think?
Thanks
Conor
1
Stefan Condik Replied
December 16, 2015 at 8:09 AM
I also vote for this functionality. When creating custom form, it would be great to have the ability to choose exact project the form would be converted to. Concrete custom form would be converted into concrete project. Administrator or project manager can also create one dedicated general project as a place, where general custom forms would be converted to.
1
Steve Fenlon Replied
June 8, 2016 at 8:20 PM
Employee Post
Hi all,
 
Thanks for the feedback.
 
We've got a couple of slightly different requests here:
  1. Automatic conversion of a custom form into a project or activity.
  2. Ability to convert a custom form into a template.
We are definitely planning to implement # 2 in the near future so stay tuned.
 
We've also got #1 documented as a suggestion (and a good one in my humble opinion) so we'll keep you posted should it makes it's way to the front of the queue.
 
Steve Fenlon
Director of Customer Success 
0
Support Agent Replied
February 1, 2015 at 5:23 PM
Employee Post
Conor,
 
If this process was to be automated, how would you like to choose what project the form would be converted to?
 
Vadim.
0
David Franklin Replied
March 20, 2015 at 8:51 PM
Agreed with Tim Shanklin above.  It would be extremely useful if a custom form submission could automatically create a project.  Even better if it could automatically create a project using a template.  Even the ability to manually convert to project using a template would be helpful
0
Mario Alves Replied
June 7, 2016 at 2:32 PM
Agreed
0
Steve Fenlon Replied
January 25 at 9:41 PM
Employee Post
Hi all,
 
Just a quick note to let you know that both of the topics in this thread 1) automatic conversion of a custom form to a Project/Activity and 2) being able to convert a form to a project template, were implemented recently. Not sure if you got the announcement so I thought I would also mention it here.
 
Hope you are enjoying the new features.
 
Steve Fenlon
Director of Customer Sucess

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