---
title: "Dispatch a new form workflow action"
slug: "workflow-action-dispatch-new-form"
updated: 2026-09-28T06:23:30Z
published: 2026-09-28T06:23:30Z
canonical: "help.quickbase.com/workflow-action-dispatch-new-form"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dispatch a new form workflow action

## Overview

When creating a workflow in Global Workflow, one of your options from the list of actions is **Create New Task (Dispatch New Form)**. This action allows you to use the data from one form submission to trigger the dispatch of another form. In other words, it automatically sends a **Task/Dispatch**. For example, if you are filling out an inspection form and an item failed the inspection, you could use that data to automatically send a repair form to your maintenance team to handle the issue. Not only that, but you can have data from your inspection form auto-populate onto the repair form to save time and effort! There are two ways to set this up:

1. As an individual form delivery action (via the **Delivery** button in the Form Builder)
2. Through **Global Workflow**

## How to set up as an individual form delivery action

1. Open your form in the form builder and select the **Delivery** button at the top. ![Form Builder with Delivery button highlighted at the top](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/14448472568205?sv=2026-02-06&spr=https&st=2026-10-30T13%3A10%3A18Z&se=2026-10-30T14%3A10%3A18Z&sr=c&sp=r&sig=l9mdAudpKJaPTlIjMpFbXl0TY%2Bq3dVxv2v3KEmFeMIc%3D)
2. Drag the **Dispatch New Form** action onto the box that says **Drag and Drop Actions Here**. ![Dispatch New Form action dragged to the Form Submit Actions area](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/14449524987405?sv=2026-02-06&spr=https&st=2026-10-30T13%3A10%3A18Z&se=2026-10-30T14%3A10%3A18Z&sr=c&sp=r&sig=l9mdAudpKJaPTlIjMpFbXl0TY%2Bq3dVxv2v3KEmFeMIc%3D)
3. Select the action to edit the **details**, which will populate in the right-hand column.
  - At the very top you will see an option to only trigger this delivery based on an alert. For more information on how this works, check out our help article on [Alerts - Conditional Alerts - Conditional Action.](/fastfield/docs/conditional-workflow-alerts-actions)
  - Select the **form** you want to dispatch with this action.
    - Each action will only be able to dispatch one form, but you can always set up more **Create New Task (Dispatch New Form)** delivery actions if you want to send more than one.

Next, you will see the option to **Add Mapping**. This allows you to map values from the form you are submitting onto the form you are dispatching.

- This way, you could automatically populate details from your main form onto the Task/Dispatch form.
- For example, an inspection form that dispatches a repair form could include information like the customer's name, address, or condition notes, so the maintenance team has all of the details they need right within the form.

> [!NOTE]
> **Note**
> 
> You can only map fields to the same type of field or to a Static Text field. For example, you could map an Option List to an Option List field or a Static Text field, but not to a Text field. Additionally, you cannot map any Photo, Video, or Audio fields from the first form onto the next.

![Add Mapping section showing field mapping between the submitted form and dispatch form](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/14449701169549?sv=2026-02-06&spr=https&st=2026-10-30T13%3A10%3A18Z&se=2026-10-30T14%3A10%3A18Z&sr=c&sp=r&sig=l9mdAudpKJaPTlIjMpFbXl0TY%2Bq3dVxv2v3KEmFeMIc%3D)

Once you have selected your form to dispatch and added your mapping, you can add the **users** it will be dispatched to.

- You can allow the user submitting the form to select who to send this to from a list of users, you can select a user group to generate the list of users, or you can select a field that will have the user's information in it.
- After that, you can fill out the **Inbox Message** the user will see in their mobile app, as well as the **subject** and **body**of the email the user will receive.

![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(121).png?sv=2026-02-06&spr=https&st=2026-10-30T13%3A10%3A18Z&se=2026-10-30T14%3A10%3A18Z&sr=c&sp=r&sig=l9mdAudpKJaPTlIjMpFbXl0TY%2Bq3dVxv2v3KEmFeMIc%3D)

## How to set up through Global Workflow:

1. In the **Portal**, go to **Workflow** > **Global Workflow**.
2. Create a **New Workflow**.
3. Under **Perform these actions**, select **Create New Task (Dispatch New Form)**.
4. **Name** your action.
5. Under **User**, select the recipient of this task/dispatch form.
6. Under **Task Form**, select the form you want to create this new task with.
7. Once you are done configuring the information on this page, select **+Add Mapping** at the bottom if you want to map one or more fields from your submitted form to be populated onto your task/dispatch form.
8. **Save** your changes.

## Support

We are here for you! Our dedicated team is always happy to provide [additional support](/fastfield/docs/need-additional-help) if you need help with FastField. Please don't hesitate to reach out if you need anything!