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Linking a form to a project type
D
Written by Don
Updated over 3 years ago

When projects of a certain type are created or requested it can be helpful to capture specific information about the project on the front-end. This is made possible by linking a form to a project type. 

After a link is made, the user creating or requesting the specific project type will automatically be prompted to fill out the form.

For a refresher on how to create forms click here

How to create the link:

Click on your profile picture, select Account admin, and navigate to the Project Types tab.

Click on the vertical ellipsis menu for the project type you would like to link a form to and select Edit.

On the project type page select the desired form from the Form drop-down. Click Save project type.

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