Changing Custom Field to multi select field in Request Form
I've set up single select custom fields in my custom item type, and added those custom fields to my project view. The single select answers picked from these custom fields have automation on them to create tasks when selected. However, I now need those single select custom fields to be MULTI-SELECT. Is there a way I can change this without having to recreate all the custom fields and associated automation?
Sophie Milone - Welcome to the community! Glad to have you.
Yes - It's easy to change the field. Under either the space settings or account settings find the custom field you want to change and then change the type. This is a screenshot of the account settings:
I'm not sure how your automation works, depending on the trigger it may not work anymore. The Trigger "when custom field changes", only works with single select fields. If you are using your custom field as a condition (contains XYZ), that will still work. If you have the field in a request form, you'll need to update the request form.
Hope that helps!
Thank you! Further question - how do I set up a multi select custom field IN a request form, where each answer selected triggers an automated creation of a task? Is this possible to do? The custom field is 'Source language' and then the user can select multiple languages available under the field. Each language selected automatically becomes a task in that project. How would I best set this up? Thanks
Sophie Milone - Glad that helped.
You can use the dynamic forms (you'll need a business plus or higher subscription) to add subtasks for each checked item. After setting up your multi-select custom field, then in the request form create the question and map it to the custom field; the answer will auto-populate after selecting the multi-select custom field. Then for each answer, you'll click this button:
And choose the "Add subtask". You can select from a blueprint or a CIT (Custom Item Type), to create the subtask. Blueprints give you a lot of flexibility to add pre-filled descriptions or files that may need to be completed.
Below is a screenshot of a draft form I started: