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Dynamic Request Forms

Table 79. Availability - Legacy plans


Account admins and space admins on Business and Enterprise accounts can create request forms.

You can create request forms that are tailored based on the responses a user gives, varying the questions that are asked.

In addition, the task or project that's created can have different attributes according to the responses given.

With dynamic request forms, you can create rules to:

  • Specify which questions (which page) a respondent should see next.

  • Designate additional assignees or project owners.

  • Add the submitted form to additional parent folders.

  • Add subtasks or subprojects to the submitted form.

  • Override the original selection and create or duplicate a different project or a task.

  • Replace the original task blueprint or project blueprint with a task/project from another.

  • Change the status of the submitted form.

  • Set up approvals for the task or project created.