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Custom Fields and Request Forms integration

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Ryan Nelson

    Hi Wyatt,

    To have answers from request forms to populate to your CUF you need to do the following.

    1.) Create a question on your request form set up that has something to do with the info you want for your CUF. Here you want to make sure that the question type matches your the type from your CUF. For example, If you have put a dropdown for your CUF then you will need to select dropdown. If it is a number then select number.ย 

    2.) Then for your answer, you will need to select where you want the answers to go. The default is to put it in the description, but you can change that. Using the dropdown menu after you have created your question you can then select where you want the answer to the question to go. For example, if you have a dropdown CUF and you have selected that the question will be a dropdown you will then see a list of your dropdown CUF that is associated with the project or folder that you have mapped your request form to.

    3.) Once you have selected one of your choices all the options you put for possible dropdown values when setting up your CUF will then show as a list in the request form setup filed.

    Once you save the request from the mapping of your request form questions will then be linked to your CUF in the project of folder you have the task going to.

    The other cool thing about this process is if you want different things to happen depending on the selection, like adding a parent folder, adding an assignnee, you can do that for each individual answer you have. Simply click on the decision tree at the end of one of the answers and you then have that option.

    Hope that helps.

    -Ryan

    ย 

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Wyatt Thompson

    Ryan, thank you for the step-by-step. I'm having trouble at Step 2. I have a Dropdown question and corresponding Dropdown custom field in my Project Template. I only have Title and Description in my options at the bottom of the question.

    Related to this:ย  I would like allow users to select multiple items from a checklist and create tasks from those selections. I know I can add a parent folder within the Project Template, but I don't think thatย addresses the Task level. Is there a way to set this up? It's almost like I need each selection from the checklist to trigger a unique workflow or project template. Dropdowns don't work because I want multiple options to be available. I believe I could get there with multiple questions (Do you need X, Do you need Y, etc) but that makes the form much longer and harder to use.

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Ryan Nelson

    Hi Wyatt,

    It is weird that you don't have the dropdown options if you have it set up. Unfortunately, without seeing both sides I am not sure I can offer much help with that. ย 

    On your related note, however, I think there may be a solution that may help. For example, we have an IT request form that we use internally. Anyone can use it. It has mutiple pages. For example, it starts off asking, based on a drop down, what kind of IT problem the staff are experiencing. We have 7 options. Based on what they select they will be taken to another page within the reqeust form that has to do with that specifric issue.ย  From there we give staff specific tasks to try and trouble shoot themselves. Each has to be checked off before they can move on. They can even leave notes for any information that was not yet been covered. They then are asked if the problem has been solved after they have gone through the trouble shooting. If they select yes, then the task is created with a completed status and is kept for record keeping. If no is selected they are then taken to another page where a task can then be created for an IT technician to visit the site and fix the issue. I am not sure if this will actually help but it may be a start.

    -Ryan

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Wyatt Thompson

    (Edited )

    Ryan,

    Here is where I thought I was supposed to link my RF to a Project Template that contains the matching dropdown. Is this correct?

    Here is the question:

    And here is the Custom Field Set up in the Marketing Project Template.

    Any further help is appreciated. If you're stumped, I can set up a screen share with my account rep. Thanks for all the ideas so far!

    Wyatt

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Ryan Nelson

    Hi Wyatt,

    Do you have the same CUF available in your Marketing Projects Folder/Project? Since the project you are creating will be placed in that project/folder then the CUF's need to exist in there as well as in your template. The reason for this is because the end user will be accessing the newly created project in the Marketing Project folder structure. So the CUF's will also need to exist there.ย 

    You can easily add the CUF's you created for the Marketing Projects Template. If you are using the old Table View you will need to go to the Marketing Project folder. Click Table for your view. Go to the far right of the table and click the Add Column option.

    Once done you can either create a new one (do not do this for what you are trying to do), or you can grab one previously created. The name you will want to search for is Project Type.

    Once selected and it is added then all options there will then be used here. You should then have the ability to see the CUF title in your Request form setup to add these options. Just so you know you will want to remove the options that you have manually typed as when you select your CUF title the options you have setup there will then be added as your choice options.

    If you are using the New Table view you will want to do this.

    Once you selected the New Table View as your view you will want to click on the gear in the left-hand corner of the table.

    A new window will open and you will want to select the Manage Custom Fields option.

    You will then want to click on + New Field then search using the Project Type name in the search box. You will then have two options to create new or to select the one already created. Obviously, you will want to select the one already created.

    Once you have selected that you will want to hit done. Click on the gear again. The CUF that you just selected will now have a checkbox beside it, ensure that the check box is selected. Now you should have this column not only appear on your table but should now be selectable on your request form setup.

    If this does not work then I am stumped as to why it is not working. We could do a screen share session if this does not work.

    -Ryan

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Wyatt Thompson

    Ryan,

    This worked. I did not have the same fields turned on in the destination folder. Thanks for the help!

    On the other topic from above, I think the issue is that I need to use a checkbox (for multiple selections), not a dropdown. I need some of the checkboxes to lead to other questions if checked. The workaround seems to be to addย  follow-up questions for each of those specific itemsย that require additional inputย (Did you check X above?) to initiate a redirect to another page with the additional questions. Maybe a "smart checklist" could be an added feature in a future update! If there's another way to allow multiple selections leading to multiple follow-up pages, please let me know.

    Wyatt

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Ryan Nelson

    Glad it worked. As for your other concern. I have not dealt with mutliple checks from check boxes as we usually just have one selected. It would be interesting to see if anyone else has a work around. With this concern being kinda buried in your CUF post I would start another post with this new topic.

    -Ryan

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