Hello community.
Any administrators out there that had to create a solution for an intake form allowing the requester to "add additional" requests to a single intake form.
Instead of creating Order_1, Order_2, Order_3, etc. fields in request form, has anyone used Fusion or other means to allow the request user to click a button that adds another set of fields to collect additional data sets of the same field. Were trying to solve for requesters that have 1 asset to order vs those that need 2 or more (some have upwards of 12 different line items) depending on the need.
For example
Asset Name 1:
Asset Type 1:
Reference Number 1:
Quantity 1:
+Add Another (button/or trigger to repeat additional fields to add another asset)
Any insight is helpful.
Thanks!
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Hi @JenniferDe2! I would recommend using a custom form + logic + Fusion to achieve this. We recently created a Fusion scenario that looked at our checklist custom form field where our users designate distribution needs (prints, publishing location, etc.) and created a task for each selection made (Send to Salesforce, Send to Allego, etc.) I would think that a fusion scenario like that could be replicated for your need depending on how you want those additional requests to come through and what is next in your process. Are you wanting each of those orders to be created as tasks on a project, converted into projects, etc.? Either way I would definitely recommend playing around with the other custom form options and logic that can be added to your request queue and see what fits your information need best and then pair that with a fusion scenario that takes that information and automatically converts it into what you need. I fear if you go the other route of making a robust request queue your users with get overwhelmed and eventually stop filling it out (form fatigue). It is hard to find the balance between gathering all needed information and making it easy and digestible for your users. Let me know if this helps and if you have any additional questions. I'm always happy to help!
Hello! we are working on solving for this now. The solution we're implementing involves embedding our Workfront intake forms in a different platform.
We have one asset form that requestors can add as many times as needed when filling out the form, when they submit the request it is automatically converted to a project and we create a new issue associated with each one of the assets and attach those to the project using Fusion. If someone was requesting two brochures and flyer we would create one new project and three corresponding issues attached to that project. Hopefully this helps!