We have sophisticated intake requests for portfolio work for which we use at the Epic level. To streamline this for our team we would like to have one form where a user is guided through conditionally displayed questions based on previous question answers. Other tools we have used allowed for this. We would love the form to take the answers to these questions and route the request to the proper workspace, assign to proper teams and potentially also set proper follow ups as prescribed by the form workflow. Again, this functionality exists in other tools and we'd love to use that to make our portfolio management efficient at the same time of provided automated governance.
Hi there, thank you for your idea! I am curious about how you manage the intake process. Are the requests for portfolio work entered by Aha! users as epics? Or are they entered by ideas portal users as ideas and then promoted to epics? If the latter, we recently launched a new feature called dynamic forms for ideas portals that may provide exactly what you are looking for. You can read more about dynamic forms here.