Select a Card to assign automatically (via form action)

To automatically assign a Card to a user who fills out a Form, it is necessary to configure the Assign card action within the Form settings.

Why do this

This action ensures that, after submitting the Form, the selected Card is immediately activated for the user.

Procedure

1. Access the edit section of the desired Form.

2. Locate the section dedicated to Automatic Actions (or "Actions") and add a new action.

3. Select the action called Assign card.

4. Once the action is selected, the configuration section will appear. Look for the label Select card to activate.

5. Click on the dropdown menu under the label Select card to activate.

6. Select the specific Card (identified by its Title) that you want to automatically assign to the user.

7. Save the changes to the Form to make the action effective.