Create a backlog item when status changes in a form?

RitaHPE

I created an intake request form and it has a status field that on submission is set to Submitted as default. A email is triggered to the team that a new intake was submitted. The process then requires someone on the team to review it and set up a discovery session. Is it possible when the status changes from Submitted to In Discovery - it will create a task in a backlog project?

Andrée Starå

Hi @RitaHPE

I hope you're well and safe!

Yes. You can set up a Workflow with the Copy Row Action that copies the row as a task to the other sheet.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @RitaHPE

I hope you're well and safe!

Yes. You can set up a Workflow with the Copy Row Action that copies the row as a task to the other sheet.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

RitaHPE

AH! Thank you - I am new and still trying to learn he correct workflow terms. Thank you for the quick response!

Andrée Starå

@RitaHPE

You're more than welcome!