PTO Bank for both donations and contributions

JHigginbotham

I am going to set up an enterprise PTO Bank. I would like donators and contributors to use the same form for ease. My question is, the sheet will have both donations & contributors which I can create filters and sort by "donations" and then "contributions" so that they are clearly fall into place. Just not sure if there is another recommendation on how to solution?

Please and Thank You!

Jennifer

Michelle Choate 2

Are you asking for ways to auto label them? Because you could create a duplicate form - and have one for Contributors and one for Donators and have a hidden question that has a starting value of what you want. If this is not what you are asking, can you please clarify further what the need is?

JHigginbotham

just looking for recommendations of how both should land in the same sheet. Or, i could create an automation to move one to another sheet.

PM_Reeves

Hi @JHigginbotham

Could you use Logic on the form?

If your submitter selects Contributor, then show a Contribution field and all subsequent steps.

Likewise a Donator would show Donation instead of Contribution, and again you could select the rest of the required fields.

That way they'll all come into the same sheet

JHigginbotham

I did this! I just wasnt sure I wanted both to land in the same sheet? This will need approvals and multiple teams weighing in (Payroll, HRBPs). What are your thoughts on both donations and requestor landing in the same sheet?