Create project records with annual subrecords from forms
Create project records with annual subrecords from forms
Your programme order form submissions often leave project setup incomplete and contacts unlinked. It creates project records and yearly subrecords so coordinators can start onboarding same day.
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Overview
When programme orders arrive without structured setup, project start and reporting get delayed. This flow turns each form into a project with yearly subrecords and a confirmation email, so coordinators can begin onboarding and reporting the same day.