Jotform Boards: Conditionally Change Task Status Using Workflow

  • Group_Meridian
    Asked on May 16, 2025 at 3:28 AM

    Hi,

    With the new Board Report feature, is it possible to use workflow conditions to automatically move a Task into the correct Group? Or does this action still need to be done manually?

  • Lara JotForm Support
    Replied on May 16, 2025 at 6:27 AM

    Hi Group_Meridian,

    Thanks for reaching out to Jotform support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

    Thanks for your patience and understanding, we appreciate it.

  • Lara JotForm Support
    Replied on May 16, 2025 at 12:06 PM

    Hi Group_Meridian,

    Currently, it's only possible to create new tasks in Jotform Boards using Workflow, as modifying existing ones isn't supported yet. While the feature you’re looking for isn’t currently available at Jotform right now, we've gone ahead and escalated your request to our Developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Let us know if there’s anything else we can help you with.

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