Ability for Forms to link to "Parent Task" and "Pre-Set" Permissions - Form Privacy Features
J'Dian Bennett
I would like to have forms link back to the person assigned the form response - currently, the only way to ENSURE someone completes a form is by assigning them a task called "complete form" (otherwise, people forget to provide feedback via form).
But the problem is that when they complete this form, it creates another task... kinda useless for our experience. For any HR department wanting to use forms for "Monthly Feedback" on their work experience, this becomes a burden because while automations can link them back to one another, that's a lot of automations for an entire organization (1 automation per person). Super Agents help with linking, but the problem is that Super Agents can NOT set permissions... so even if I set the permissions on the reminder tasks, the form response permissions do not carry over even if the link was clicked directly from a task description, and that creates a problem of everyone being able to see people's responses on their Monthly reflections unless I manually set those permissions.
So the problem is two-fold: we need the ability to set permissions via automations or Super Agents. We also need the ability for forms to link to their parent tasks or set the permissions before the response. I'd imagine many people have used feedback forms, but if you want that feedback to be private and hidden from the masses, there is currently no way (other than manual intervention) to automatically prevent exposure of private responses.
Log In