To automatically create a new task from a Submitted Form, you will either edit an existing form or Create a New Form. To add this to an existing form select Forms>View Forms, select Edit on the Form you would like to add the Action to >Edit Form>Actions>+New Actions, Select Create CRM Task from the Action Type Drop down Box and fill in the details for the specific Task that you would like to be completed once the Form has been Submitted. Once you are happy with the Action, ensure that you Save and Deploy your Form so that the Action can start taking effort in your Workflow.
How can a Submitted Form automatically create a New Task? Print
Modified on: Mon, 25 Apr, 2022 at 9:00 AM
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