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Request Forms with "Smart" Checklists


  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

    Hi Wyatt, thanks for posting!

    1. This is only available for dropdown answers currently. I would like to hear a little more about what this question looks like and why it needs to be a checkbox. If you need to redirect the question's answer perhaps it can be a dropdown selection? Thanks!

    2. By using conditional parent Folder you can add a new parent Folder when a checkbox is selected.  This way it will add a Template Folder you've created beforehand when a certain checkbox is selected. It's not possible to do it on a condition of multiple checkbox selections as it's an action-dependent on a single checkbox selection at a time.

    I like the #2 workaround but you're right it would result in a long request form when editing it. I like the idea of a smart checkbox for Request Forms, it would be great to add a Product Feedback post here so our Product team will see it and others here can vote for the idea 👍

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Wyatt Thompson


    The preference for checklists over dropdowns is because I want the requester to be able to select multiple items. Ideally, the form would then route to certain follow-up pages based on the selections made. For example: the checklist I am using asks what type of graphic design assistance is needed for a project, with options such as: Logo, Poster, Webpage, Banner, T-shirt. There about a dozen options in all. If someone needs help creating a Logo, Poster, and T-shirt, there is additional information the design team needs. I want to ask follow-up questions specifically about those items requested. Adding dropdowns is too cumbersome. Since some follow-up questions are specific to certain types of media, it also doesn't make sense to ask everyone those questions. I will copy this post to Product Feedback to see if there is more interest.


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