Can I establish a form workflow that builds on each other for the same request?

Vivre Belle

Hi all,

I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps:

Step #1: User A submits an intake form.

Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that will be tied to that initial request from User A. This form/checklist will have 5-10 questions. In this form, there will be a column that will state "Proceed to Step 3".

Step #3: When the column "Proceed to Step 3" is checked, it triggers another form/checklist to Owner A with about 10 questions to complete. There will be a column labeled "Approved/Denied" in this form.

Step #4: If Approved is checked in the column "Approved/Denied" it will automatically send an email to User A that their request has been approved.

I am aware of how to create the forms. I'm stuck on how to establish the workflow to tie all the triggers to the same request so that the backend spreadsheet it is all tied together to the initial request. Is this possible? Is there another way to do this?

Jason P

Hi @Vivre Belle

It's not possible to update existing rows through a form, all form entries are seen as new. Best you can do is set up a series of automated update requests based on your sequence having them complete specific cells. Update requests to specific cells do present similar to a form. Would this work?

Andrée Starå

Can I establish a form workflow that builds on each other for the same request?

Vivre Belle

May 10, 2024

Hi all,

I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps:

Step #1: User A submits an intake form.

Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that will be tied to that initial request from User A. This form/checklist will have 5-10 questions. In this form, there will be a column that will state "Proceed to Step 3".

Step #3: When the column "Proceed to Step 3" is checked, it triggers another form/checklist to Owner A with about 10 questions to complete. There will be a column labeled "Approved/Denied" in this form.

Step #4: If Approved is checked in the column "Approved/Denied" it will automatically send an email to User A that their request has been approved.

I am aware of how to create the forms. I'm stuck on how to establish the workflow to tie all the triggers to the same request so that the backend spreadsheet it is all tied together to the initial request. Is this possible? Is there another way to do this?

https://us.v-cdn.net/6031209/uploads/12LI7MSP7YEK/workflow-process.png

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Hi,

I hope you're well and safe!

To add to Jason's excellent advice/answer.

Another option could be to use the Premium App, Dynamic View.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅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!

Vivre Belle

Thank you all!

Andrée Starå

Vivre Belle

May 27, 2024

Thank you all!

You're more than welcome!

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!