---
title: "Create Profile Block: Auto-Create Project Profiles from Form Submissions"
url: "https://help.ontraccr.com/en/article/create-profile-block-auto-create-project-profiles-from-form-submissions"
language: "en"
last_updated: "2025-05-26T21:57:53.726Z"
---

# 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.

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## 🧩 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.

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## 🛠 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

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## ⚙️ 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

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### 2\. **Map Fields**

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

| **Project Profile Field** | **Form Field Example** |
| --- | --- |
| Project Name | “Project Address” input field |
| Address | “Project Address” |
| Customer | “Customer Selection” |
| Project Number | “Job #” |

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### 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

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## 🔄 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

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## 🧠 Use Case Examples

| Scenario | Setup |
| --- | --- |
| Pre-construction lead intake | Form collects job and client info → creates project |
| Field team requests new job site | Form creates project → auto-assigns PM |
| Estimator submits scoped opportunity | Form builds draft project with mapped details |
| Internal admin starts subcontract template | Form launches project with name, client, and budget fields prefilled |

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## 📌 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