REQUEST FORMS: Condition Response - New Form

I am comfortable in how to condition responses by directing user to certain pages within the request form based on a response.  However, I wondered if there is a way to direct user to complete a new form.  For example:

  • If the question is, “Will this product purchase result in the need for a follow-up campaign?”
    • No. 
      • Hitting “Submit” will conclude the Request.
    • Yes.
      • Hitting “Submit” will open up (direct user to) “New Campaign” Request form.
  • The result would be to allow the “New Campaign Request Form” to be used at the time a New Product is set-up as well as any time someone needs to request a new marketing campaign; one form, two uses.
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Hi Lisa B. Bryant, welcome to the Community! 🙂

I wonder if conditional subprojects may be helpful here. In your case, you could set up a subproject to be created upon the positive answer to the question, and that subproject would be used for the follow-up campaign. This subproject can also be launched from a template where all the necessary steps have been outlined already. Could this help? 

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I've run into this question myself and it would be a very useful addition for us!

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Hugh

Hi Soraya Jung, thank you for your input here!

Have you tried conditional subprojects as Lisa suggested above here? If you need any further assistance, let me know.

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@... There's several questions we'd still want the user to answer, so the conditional subproject doesn't work for us. We've tried using blueprint/templates in this manner but our users don't catch on. The request forms are the holy grail for us to collect all the information required for our workloads.

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Hugh

Thank you for providing this use case, Soraya Jung! It's been shared with the Product team.

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