SuiteDash First Principles : Forms + Function

[@TheDigitalGrowthHacksClub]

What is a usecase for General forms or why are they even created in SuiteDash?

[@SuiteDash]

Hi there - explained here: kzbin.info/www/bejne/rmXFcqSeiLidrdk

[@DanielaOcampo-g9l]

Hi do you know how to save kickoff form with project generator?

[@DanielaOcampo-g9l]

Im trying to create a kickoff form, im using project custom field to add a few questions just like a google form for our lead, however, when im trying to save it theres red tag showing PROJECT GENERATOR IS REQUIRED. I dont know what todo. Can you pls create a video or a tutorial for this?

[@SuiteDash]

Project Custom Fields add data to a Project, but you need to tell the platform which Project to add the data to. In this case, the Form is asking you to select a Project Generator in the Form settings, so that when the Form is submitted, the Project Generator will create the Project, and the data from you Project CFs will be added to that Form. Also, you will need to set the Role to Prospect or Client in order for a Project to be assigned. If you need further help, your best channel is to email [e-mail]

[@hk7012]

@@SuiteDash way too complicated....Suitedash doesn't need to be built to cover every edge case. It needs simplicity.