Custom field sharing / mapping with request fields
It would be great if I could share custom fields with request forms. I have set up a request for change workflow, so that users can request IT developments and the information captured on the form, only appears as text on a new task.
The issue is, that I then have to spend time, copying the same information and applying it against the task in one of my custom fields.
I need to be able to filter my work by custom field [not by tagging or folders]
Process looks like this:
1) The user completes a request form
2) The form is created as a task - but the information is shown on the task as text
3) I then have to copy that text, and apply it to the custom fields
Please upvote! :)
Hi Mike, thanks so much for sharing this! The screenshots are fantastic and I love the way you structured this. We actually already have a similar suggestion on the Community. It would be great if you could add this comment (and your vote) to that request, so we could track the amount of upvotes and similar ideas in one place, since this facilitates conversations with our Product Team: Request forms - Autopopulate/map to custom fields on a task folder. I know you posted quite a bit here, so please let me know if you'd like me to help with posting all of it as a comment in that thread! :)
Done!
Mike, awesome, thank you! I'll go ahead and close this post for comments, so other Community members could upvote the idea in the original post.