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Conditional Subtasks and Subprojects in Request Forms

Table 97. Availability - Legacy plans


Overview

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

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 conditional subtasks and subprojects in request forms

Add a subtask or subproject to the task or project created by a request form when a specific drop-down answer, checkbox, or importance option is selected.

Note

Subtasks can only be added to request forms that will create or duplicate tasks. Subprojects can only be added when a project will be created or duplicated.

Conditional_Subtasks_and_Subprojects_in_Request_Forms-Add_conditional_subtasks_and_subprojects_in_request_forms.png
  1. Navigate to the request form builder for the relevant form.

  2. Add a drop-down question.

  3. Add all the necessary response options.

  4. Hover over a response option and select the branching icon on the right 1.

  5. Select Add subtask or Add subproject from the drop-down 2.

  6. In the pop-up that opens:

    • Enter the name of the task or project you want to add as a subtask or subproject and click it in the search results 3.

    • Click the Blueprint tab to add tasks or projects from blueprints 4.

  7. Click + 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.

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.

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