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Conditional Parents in Request Forms

Table 113. Availability - Legacy plans


Space admins can manage request forms in their spaces. Account admins and owners can manage account-level request forms. On Enterprise accounts, this right can be revoked from account admins.

You can create dynamic request forms that include different questions and change the attributes of the task or project they create based on the answers given.

Tag tasks and projects created via form submission with an additional parent folder, project, or space when a specific Single answer, Multiple answers, or Importance option is selected.

Assign conditional parent spaces, folders, and projects

  1. Navigate to the request form builder for the relevant form.

  2. Add a Single answer, Multiple answers, or Importance question.

  3. Add all the necessary response options.

  4. Click the branching icon Request_Forms-Branching_icon.png to the right of one of the options.

  5. Select Add parent folder from the drop-down. You can select folders, as well as projects and spaces using this option.

  6. Select a folder, project, or space from the menu.

Click the Add action button to add other conditional branching actions to the same answer option if necessary (i.e., creating an approval). When you’re finished making changes to your form, click Publish or Save.