Custom Form added within a Task - Routing Does Not Work

Question

I added a Custom Form to Task that lives in a Project.

In the Routing Rules of that same I assigned default assignee for when the form is completed.

I went into that Task, filled out the form and click "Save".

The default assignee did not get a notification that the form as been completed.

I accessed the form OUTSIDE of the Task and filled it out and submitted it. The default assignee did get notified. I need to perform that way when it is INSIDE the Task.

Anyone else ever experience this?

KellieGardner · Answer

HI Michael -

Routing rules apply to queue setup on projects and need to be attached to a queue topic. queue topics will align to "issues" or "request".

Routing rules send issues to specific users or job roles best equipped to resolve the submitted issue or request. Routing rules are usually associated with queue topics, which are used to control which routing rule will be applied to the issue or request.

When you say you "accessed the form OUTSIDE of the Task and filled it out and submitted it" where did you do that? Was it through a request queue?

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