Automating Project and Task creation based on Intake request

Forum|Forum|6 months ago
August 6, 2025
2 replies
417 views

Hi All,

We have a requirement to create a project and add tasks to the project after user submits Intake form For this, we have created a project template with the set of tasks and using this template and create module I'm able to create project and tasks.

Problem is based on some fields in the Intake form, we have to add only certain tasks instead of adding all tasks from the template. For example if user selects "web channel" field in the intake form, we have to create only web team related tasks from the template.

Creating a project using template is creating all tasks. So instead of creating all tasks, how do we control creating only necessary tasks based on form field selection ?

Any suggestion/feedback is appreciated.

Thanks.

Best answer by Stacey_Robertson

Do you have an iterator after the read module to iterate through the channel response? Then you will need a set multiple variables module to identify each response. Then try and filter using these variables. It's possible you may need to use a router with different branches for each option so it knows to delete the appropriate task for that branch.

S

sanjays59183163

Use Fusion Workflow to process capture request and create task in Workfront

S

Stacey_Robertson

Level 5

You could have it create the project from the template with all the tasks and then have additional modules that will go in and read the tasks and delete the ones that are not required. Add filters based on field data from the custom form and the task names so the only ones that need removed pass through the filter.

A

Antony6790Author

Level 3

Trying to filter but not getting it.

Some more details on my req/issue.

The channel field is multiselect field where user can select Web or Email or SMS or all. WF read record brings this field as array.

Template has generic tasks and also specific channel related tasks.

Created a project using a template and it is creating all tasks(around 20) defined in the template. (This is good, with this I'm getting all predecessors, approval process,duration etc)

So if a user selected only Web & Email checkboxes in the input form, I need to keep only Web & Email related tasks and need to delete SMS related tasks only so that only necessary tasks are present in the project.

I'm thinking to create a custom property like TaskID and add to template tasks and populate unique ID's for each task. Now create a static list for all channel related tasks with those TaskID's in the scenario. Now based on the field selection, somehow filter/identify the tasks for the channel which are not selected in the form and delete those tasks.

Looks like I need to do some filter/manipulating with array and static list to get the taskID which are not required.

Before I dig deep, could anyone please guide me if Im following in right steps or any other better way to delete unwanted tasks based on multifield selections ?

Thanks,.

S

Stacey_RobertsonAccepted solution

Level 5

Do you have an iterator after the read module to iterate through the channel response? Then you will need a set multiple variables module to identify each response. Then try and filter using these variables. It's possible you may need to use a router with different branches for each option so it knows to delete the appropriate task for that branch.

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