Lesson Five AdaptiveWork Dynamic Project Intake Using Daisy-Chained Custom Actions
Summary of What We Covered:
Stakeholder Requirements
- We were asked to create a form that would break off into different forks either because we were bringing on a new department or to help stream-line user experience
Update the previous form to have it be Customer Implementation Specific
- We modified our existing intake form to be repurposed as step 2
Creating the “Initial Form That will Fork”
- We created a step 1 form that would tell Clarizen which new form to pull
Create two more custom Actions the new intake form for Admin and a “Stop”
- We created an additional step 2 form specific for the admin intake and helped our users by filtering the templates for them
Terminator Organization Custom Action
- We created a “terminator” to make sure Clarizen knew to stop processing the chain
