Conditional Assignees and Project Owners in Request Forms
Table 115. Availability - Legacy plans
Table 116. Availability
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 an additional assignee or project owner to your form when a specific single select answer, checkbox, or importance option is selected.
Assignees can only be added to request forms that will create or duplicate tasks. Owners can only be added when a project will be created or duplicated.
Navigate to the request form builder for the relevant form.
Add a single select type question.
Add all the necessary response options.
Hover over a response option and select the branching icon on the right 1.
Select Add assignee or Add project owner from the dropdown 2.
From the list of users that appears, select the user you want to assign as a project owner 3. If you don't see the user in the list, start typing their name.
Click + and add more users, if required.
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.