Conditional Subtasks and Subprojects in Request Forms
| Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
| Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
Account admins and owners can manage account-level request forms. Space admins can manage request forms in their spaces.
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.
Add a subtask or subproject to the task or project created by a request form when a specific Single answer or multiple answers option is selected.
- Navigate to the request form builder for the relevant form.
- Add a Single answer or Multiple answers question.
- Add all the necessary response options.
- Click the branching 1 icon.
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Select Add subtask or Add subproject 2 from the drop-down.
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In the pop-up that opens:
- Select one of the tabs at the top to choose Task/Project type (creates from a custom item type), Blueprints, or Existing tasks/projects.
- Find the relevant item and click on it.
- Click + 3 icon and add more subtasks/subprojects, if required.
Note
There's an overall limit of 250 items that can be simultaneously added to a single submitted form. Items include tasks, projects, and any subtasks and subprojects that live within them.
Every subproject is duplicated individually, and the dependencies are kept only within each subproject. Cross-blueprint dependencies can not be preserved when submitting the form with conditional questions.
Such dependencies remain, however, if the whole blueprint with all the subprojects is duplicated at once when the form is submitted.
When conditional actions (such as Add subtask or Add subproject) duplicate existing items (tasks, projects, or blueprints), the resulting statuses depend on the main action of the request form. If the main action duplicates a blueprint, conditional subtasks and subprojects inherit the statuses of the original items. If the form creates items from an existing task or project, or creates a new item from scratch, only Active statuses are preserved. Statuses in the Deferred, Completed, or Cancelled groups are reset to the first Active status when the items are created.
8. Click the + Action 4 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.