External request to change or update information on a completed form

Michelle Phillips

Hi, I have a form created to intake technology requests from our external customers. Sometimes the customer needs to update the request with additional information, but since these are external customers we do not want to give access to the actual sheet with the data. how can an update be provided through the forms without creating a new line?

Andrée Starå

@Michelle Phillips

You can have the Update Request sent out automatically when the form has been submitted using a Workflow.

Make sense?

Would that work/help?

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Andrée Starå

Hi @Michelle Phillips

I hope you're well and safe!

I'd recommend using an Update Request instead after the initial form.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Michelle Phillips

I guess I am not following, I thought the update request was generated from my end of the process. I am looking for an external client to be able to update their form with new information. Can i create a generic update that is always available?

Regards,

Michelle

Andrée Starå

@Michelle Phillips

You can have the Update Request sent out automatically when the form has been submitted using a Workflow.

Make sense?

Would that work/help?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Michelle Phillips

And the requestor would keep that update request and use if/when needed

Andrée Starå

@Michelle Phillips

Yes, exactly.

Would that work?

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Michelle Phillips

I think so, I will give it try. Thank you Andree

Andrée Starå

@Michelle Phillips

Excellent!

Happy to help!

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