Conditional Follow-up Questions in Request Forms
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.
Designate which questions should be asked next, or if the form should be completed when the respondent selects a specific Single answer or Importance option.
-
Navigate to the request form builder for the relevant form.
-
Add a Single answer or Importance question.
-
Add all the necessary response options.
-
Click the branching icon
to the right of one of the options.
-
Hover over Redirect and select one of the options:
-
Go to a new page: You can choose from a New page or an existing page if you've already created more than one.
-
Submit form.
-
Repeat Steps 3-5 until you’ve added all necessary pages and questions. 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.
Note
For redirects to work correctly, there shouldn’t be more than one redirect per page.