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Create Profile Block: Auto-Create Project Profiles from Form Submissions

📄 Create Profile Block: Automatically Create Project Profiles from Form Submissions
 

The Create Profile Block allows your forms to automatically generate new project profiles (and soon, other profile types) based on submitted data. This is especially useful for onboarding new jobs from templates, pre-construction workflows, or lead intake processes.

🧩 What Is the Create Profile Block?

This workflow block lets you:

  • Create a new project profile directly from form submissions
  • Map form fields to project profile fields
  • Control when in the workflow the project is created
  • Prevent users from needing direct access to profile creation

🛠 Currently supports Projects. More profile types (e.g., customers, vendors) are planned.

🛠 How to Use the Create Profile Block

  1. Go to Step 3: Workflow
  2. Drag the Create Profile block into the canvas
  3. Connect it to the point in the workflow where the project should be created
  4. Click the block to configure its details

⚙️ Configuration Options

1. Project Type

  • Select the Project Type from the dropdown
  • Within the Create Profile block, also select (if applicable)
    • First & Second Approver(s)
    • File Template
    • Cost Code Template
    • Quickbooks Class
  • Note: More profile types (e.g., Customer, Vendor) will be added in future releases

2. Map Fields

Use the field mapping panel to link form answers to profile fields, such as:

Project Profile FieldForm Field Example
Project Name“Project Address” input field
Address“Project Address”
Customer“Customer Selection”
Project Number“Job #”

3. Folder & Cost Settings

These options will soon support:

  • Auto-assigning project folders
  • Selecting default cost structures
  • Applying templates on project creation

Not yet live, but part of future phases in roadmap

🔄 What Happens After Creation?

  • The project is instantly added to your Ontraccr system
  • The form submission is linked to the project profile
  • That new project can now be referenced in:
    • Boards
    • Reports
    • Time tracking
    • Material tracking
    • Workflows and contracts

🧠 Use Case Examples

ScenarioSetup
Pre-construction lead intakeForm collects job and client info → creates project
Field team requests new job siteForm creates project → auto-assigns PM
Estimator submits scoped opportunityForm builds draft project with mapped details
Internal admin starts subcontract templateForm launches project with name, client, and budget fields prefilled

📌 Tips & Best Practices

  • 🔒 Restrict who can fill these forms using Assigned Users
  • 🧱 Make sure project naming logic is consistent—use “Project Title” + date or job #
  • 🔁 Use with Create Board Card or Dispatch blocks to start other workflows after the project is created

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On This Page
Create Profile Block: Auto-Create Project Profiles from Form Submissions
📄 Create Profile Block: Automatically Create Project Profiles from Form Submissions 
🧩 What Is the Create Profile Block?
🛠 How to Use the Create Profile Block
⚙️ Configuration Options
1. Project Type
2. Map Fields
3. Folder & Cost Settings
🔄 What Happens After Creation?
🧠 Use Case Examples
📌 Tips & Best Practices
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