How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow:
- Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager
- This form submission triggers a workflow that will automatically pull a project template, inserts "name of project" in title, inserts "go live date", inserts "assigned project manager"
I have a project schedule template already set up. There will be requests for dozens of projects that use the same template and I'm hoping to be able to automate this piece.
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