Add Custom Form + Custom Field 'Answers' to Tasks via KickStart

[IsaacWu]

Hello,

Wondering if this capability exists/is possible. 

Prerequisite information:

• I have a Control Project that will house ~400 Tasks. For context, but not relevant to this problem, I will use this project as an external lookup to populate a custom field's answers on a separate form. 
• I have a Custom form that will attach to the Tasks in this Control Project. This Custom form is our constant.
  • There is a Field on the Custom form that will let me separate the 'buckets' the tasks fall under. This is how I filter the available answers on the separate form.
  • 200 tasks have Answer A.
  • 200 tasks have Answer B.

Is there a way I can upload these Tasks to the project with the Custom form attached + the Answers filled out for their respective task with a KickStart? I have the task upload down, as that's simple enough. I appreciate the insight!

[skyehansen]

yes. I believe the task kickstart may already have a categoryID column (it would either be called categoryID or setcategoryID)

You would just add the columns for the fields. They would look like this:

DE:Field A

DE:Field B

I would give it a go with one task, and if you check that and it's error free, proceed with 50-100 at a time. I feel like there's a cap on kickstart line items, can't remember what it is, but have errored out before when trying to do hundreds at a time.

[IsaacWu]

Thanks Skye!

Looks like the Custom form attached. I couldn't get the answer (Parameter Option) to populate though. Any ideas there? I appreciate your insight!

[skyehansen]

it's difficult for me to comment substantively without seeing more. Can you upload the one-line spreadsheet and a screenshot of your field and options?

[IsaacWu]

Attached is the Task Kickstart I used to import. setCategoryID is in Column 'EX.'

I may have just uploaded the custom form, and not the actual parameter answers I wanted to populate the form with. 

[skyehansen · Accepted solution]

yes, I see that. As I mentioned above, you would have to make 2 new columns at FE and FF, and call them DE:Field A and DE:Field B

[IsaacWu]

Oh! I misunderstood. Works as intended. Thank you!