I'd like to create one Queue Topic that has a custom form, and use that single Queue Topic across multiple projects. Is this possible? And if so, how do I set that up?
Thanks in advance!
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So you can't necessarily use that same queue topic on multiple projects and it doesn't look like you can copy queue topics either.
But you can set up a project template, create your queue topic in that template, then add that template to any existing project that you'd like.
We set up a routing rule, topic group, and about 10 queue topics with 3-4 custom forms on each queue topic for every campaign that we do. Having that template to set those up is my short-cut. It used to take me about 15 minutes to set up all of those pieces for each campaign, with the template it takes me about 3 minutes, tops!
So you can't necessarily use that same queue topic on multiple projects and it doesn't look like you can copy queue topics either.
But you can set up a project template, create your queue topic in that template, then add that template to any existing project that you'd like.
We set up a routing rule, topic group, and about 10 queue topics with 3-4 custom forms on each queue topic for every campaign that we do. Having that template to set those up is my short-cut. It used to take me about 15 minutes to set up all of those pieces for each campaign, with the template it takes me about 3 minutes, tops!
Hi Sarah,
As Heather indicated, templates can be used to establish predefined queue topics in your projects when created. I encourage you to check out the blog post "WFPro Live Deep Dive: Multi-Form Intake Workflows" for additional context, considerations and best practices around queue topics and custom form attachments.
Thanks,
Narayan
Thank you @Heather Kulbacki‚ & @NRYN R - inactive‚ ! I would have never thought of creating a template with the queues already set up. Instead I've been taking screenshots and/or having two browser windows open to easily copy and paste.
Thanks @Heather Kulbacki‚, that's exactly what I did and it works! I appreciate all of your help.
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