Request Form Results to Different Folders

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Eric Fiero

I'm sad that this isn't more requested. I'd love to have the ability to have one request form filter into different folders. We are working on a form for different contract types for our Ops team and they would like to sort the requests as they come in to different types. I created a custom field for the types of contracts, see the ability to "Add parent folder", but can't replace.

So I tried creating an automation to move projects in that folder to the appropriate folder based on the custom field, but I guess the automations don't see the creation of the project as a trigger since it isn't technically "changing". Does anyone have any creative workarounds?

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Ali Moses

Eric Fiero We use our request forms similarly, though we are mostly task-based instead of project-based. Here is how we tackled this issue:

  1. Set up a custom item type for each kind of contract.
  2. Build a blueprint using each contract type indicating where the new task should be located and what status it should be in.
  3. In your form, set up a single answer question asking what type of contract is needed.
  4. Use the in-form automation to replace with the specific contract blueprint type depending on what they choose. 

There is an example below that is similar. Hope this helps!

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Pietro Poli

Hi Eric Fiero,
with a single choice select you can "Add Parent Folder".
I've similar case, where users can select their PM, each PM has a specific folder and when a task is created I remove with automation other folder indicated in "Save to" on left side of the form

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