Template Automation Overrides Form Submission Assignee
closed
Makenzie Matthews
In the case of a form submission, if you have a template that includes specific subtasks that need to be assigned to particular individuals or teams, the automation of applying that template of subtasks and assignees, will overwrite the parent task assignee if filled out in the form.
Example: Approval subtasks assigned to particular teams, the request is submitted by someone not included or foreseen in the template. When the automation runs and applies the template, since the template must include "Assignees" it will overwrite and remove the requester assignee field selected.
It would be great to have a template that can distinguish the selections it applies for parent tasks vs. subtasks. This would create a completely customizable and dynamic workflow.
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Lily Chan
closed
After reviewing the Canny request, it appears that there has been no activity for an extended period. To maintain a clear and current backlog, we are closing this request due to inactivity. If you believe this topic requires further attention or you have new information to add, please feel free to respond or start a new one. Thank you for your understanding.
Lily Chan
Makenzie Matthews Thanks for your feedback! Would you be open to having a separate People Custom Field represent the Requester, instead of the Assignee field? Then you can create/update your existing automation to set the Requester custom field - see example image attached.