Intake Form Question

hflorez

I would like to know if this is possible. I have an intake form with a dropdown that has different portfolios to choose from. Let's say they are called Portfolio 1, Portfolio 2, and Portfolio 3. If someone selects Portfolio one, I would like for the intake sheet to automatically assign the project to Assignee 1 on the sheet version of the form. Is that possible. The same for if someone selects Portfolio 2, I would like once the project is submitted, on the assigned to field on the grid sheet, for it to automatically be assigned to Assignee 2. I hope that makes sense. Is that possible?

Dale Murphy

@hflorez If I was building something similar, I would use workflow in the intake sheet that the form is attached to. That workflow would recognize the row submission, see the content of the Portfolio column, and change the content of the Assigned To column accordingly. Alternatively, you could have a formula in the Assigned To column, but that makes it trickier to change the assignment if you need to.

(I am assuming that by "assign the project" you mean to put someone's contact info into the Assigned To cell for the row created by the form submission.)

Change a cell value when specified criteria are met is the workflow template you can probably use.

dm

Dale Murphy

@hflorez If I was building something similar, I would use workflow in the intake sheet that the form is attached to. That workflow would recognize the row submission, see the content of the Portfolio column, and change the content of the Assigned To column accordingly. Alternatively, you could have a formula in the Assigned To column, but that makes it trickier to change the assignment if you need to.

(I am assuming that by "assign the project" you mean to put someone's contact info into the Assigned To cell for the row created by the form submission.)

Change a cell value when specified criteria are met is the workflow template you can probably use.

dm

hflorez

Thank you @Dale Murphy