Duplicating Expense Form but needing a new fresh spreadsheet to collect new data

Hi, I have duplicating my 2023 Expense Form but I need a new fresh spreadsheet to collect new data for 2024. How do I connect a new spreadsheet? My submissions are still connecting to last year's form? I do this every year but haven't had this problem until now.


Thanks for the help!

Answers

  • Waynedalf
    Waynedalf ✭✭✭

    I believe you will need to set up a new spreadsheet and recreate the form for that spreadsheet.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @MANDY HAGERTY

    I hope you're well and safe!

    Here are some options.

    • Duplicate the sheet as an archive for the 2023 data, and then clear out the original so you can collect the 2024 data.
    • Duplicate the sheet without any data, add a helper column to indicate which year it's for, add that field to the form, set it to 2024 as default and hide it, and then add a move row workflow to have it moved to the new sheet for 2024.
    • Depending on how much data you have in the sheet, you could use the previous method but in the same sheet with the same form or add a new form.

    Would any of those options work/help?

    I hope that helps!

    Have a fantastic weekend & Happy New Year!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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