Trouble with Request Forms, Blueprints, and Sub-Tasks
Hi all -
There's something I'm trying to accomplish and I seem to hit a roadblock with every method I try.
Our team has a Request Form that creates a Blueprint. The Blueprint has sub-tasks.
The trouble is that whatever the requester enters into the form, it only pushes that information through to the parent task of the Blueprint. This makes it cumbersome for me (the assignee on the sub-task) because I am constantly having to revisit the parent task for the details. It's even more irritating because my task is multi-tagged to another folder where all of my tasks of that type are saved, so when I visit the parent task, I'm leaving the folder.
I looked for a way to push form values through to the sub-tasks within the Request Form itself. Couldn't find anything.
I looked for an automation rule that would, upon submitting the main Request Form, create another Request Form for my task.
I also tried creating an automation rule where a subitem was duplicated if a new task was created, but I couldn't get it to work. It would create a task, but the subitem duplicated wasn't attached to it. It also didn't seem to work when I create a task with a Request Form. According to the automation documentation, "Once the rule is triggered, this action adds a subitem to the item that the rule applies to. The subitem is duplicated from an existing item."
Similarly, I looked for ways to have tiered forms (i.e. A Request Form within a Request Form). I think that would be a great feature.
Does anyone have a workaround for this? TIA!