Auto-add custom form to an object when created (Request/Issue, Project, etc.) | Community
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Level 4
March 29, 2024
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Auto-add custom form to an object when created (Request/Issue, Project, etc.)

  • March 29, 2024
  • 1 reply
  • 677 views

We have custom forms that we attach to our Requests and Projects when they're created. Currently this is a manual procedure that each PM must remember to complete. Is it possible for us to build our Request Queue and Project Templates in such a way that the preferred custom forms are attached automatically upon creation? 

 

Thanks!

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Best answer by skyehansen

custom forms can be added to queue topics and project templates.

1 reply

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
March 29, 2024

custom forms can be added to queue topics and project templates.

Level 4
March 29, 2024

Hi @skyehansen,

That gave me enough to dig into some resources to find what I needed. Thank you!