Thanks so much, I will try this out :)

Is it possible (perhaps with a calculated field) to pull the information selected at the Queue Topic/Group level in a request form, to the custom form? We don't want people to have to duplicate efforts in filling the information out twice, but would like to be able to report on it at a project and/o...

Is there a way to convert a request to an existing project so that the custom form carries over? We have a project that needs to get started prior to a form being filled out. Ideally, the initial project would not have a custom form tied to it, it would just consist of 4-5 tasks that need to be acco...

Thank you so much, this worked perfectly!

Hi there! I'm trying to create a view or report that will show me which custom forms are tied to each of our project templates (vise versa) and can't seem to figure out a solution. Is this possible?

Thank you Katherine! I will test out the calculated fields option!

Hi Kyna, No that doesn't seem to be the issue - we have that turned off :(

Our current workflow is to intake submissions from a request form > convert to a project (using a template with corresponding project form) so that the Request Details carry over to the Project Details. Our creative team is clicking the link from the email notification of the task they are assigned...

Thank you so much!!! This worked :)

I am looking for some suggestions on how to make this work.. I reached out to support and they directed me to the community pages for a better response. We would like to start utilizing the "Approved With Changes" decision within the proofing tool, however, the only options to Activate Stage based ...