Forms updating original sheet sporadically when Save As New... Project
Created a "main project" with, Forms, Reports, Dashboards, Workflows etc... when used for another project and complete a Save As New... say, Project#2 and when I use the forms etc..., the data is being updated in the "main project', not Project#2. This is happening when I use it for many projects.
When I Save as New, I make sure the "Automated Workflow & Alert Options" and "Data & Formatting Options" are set as below.
Not sure why this is happening and is madning to say the least. Anyone have an idea what I'm doing incorrectly?
Thank you!
Best Answer
-
The new form will have a new URL, so you need to ensure you are using the new form. If you have the form on a dashboard through a Web Content widget, you will need to update this widget with the new form URL as well.
Answers
-
The new form will have a new URL, so you need to ensure you are using the new form. If you have the form on a dashboard through a Web Content widget, you will need to update this widget with the new form URL as well.
-
Hi Paul,
That makes a lot of sense. So, it would not be advantagous to create "links" in the "main project" to the forms. Create the links for each new project.
Thank you, Paul
Glen
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives