Form to get status updates & detailed view

Hi @corb
Can you add a single or multi select drop down with each Category as an option? The person filling out the form will select the option from the list.

So the issue w that idea is I already have a multi-select field for project. So a person may choose that they’re working on 3 projects. Then if there is a multi-select field for task-type, then there’s no way to know which task type goes with which project. An example…

In project1, Bob needs to work on prereqs & setup today (1 project, 2 task categories). In project 2 he needs to work on delivery today as well (1 project, 1 task category).

This form response would show:

Project field: Project1, Project2
Task field: Prereqs, Setup, Delivery

Would there be any way to use a multi-select, but on Form Submit - spawn a number of records? Say the user selects 3 projects in a multi-select field, could I take that 3 CSV field and pivot it and inject 3 rows?

Hey there,

You might look at On2Air Forms for your project forms. You can create filters so that once a person selects a specific project, you can then set it to display other fields from your base that they need to complete.

Here’s an example:

Glad to give you a demo and walk you through how this would work if you’re interested. Schedule a demo

Hey there,

It seems like the best way to do this would be to use linked record fields more heavily. E.g. have your users create a status update record, in which they link the project and the task type so they're tied together. Those status updates would be in a linked record field in your main form. This can be set up very easily with our miniExtensions form! Feel free to try it out with a free account now 🙂