Need help finding a way to create an enrollment or disenrollment form automatically.

Currently we have a form that adds rows and "dealers" onto a program. I have been having issues finding a way to make that form or a separate form have a way to allow a drop down of the enrolled "dealers" where they can choose and add a reason request for that removal. If it is approved then have that modified row move to a new spreadsheet. I dont want a new row added but an existing row to be edited and moved off that sheet to another via automation from a form.

Answers

  • Michelle Choate 2
    Michelle Choate 2 Community Champion

    So you cannot modify a row with a form. That is currently not possible. You could have the form request an email address from the submitter, then create a report that only looks at Current User, and allow them to modify the information that needs to be changed. Then create an automation in the sheet that once that information is changed, that it moves to an Archive Sheet or similar.

    If you have Data Shuttle/Data Mesh you could create a second sheet that has a drop down that is updated through Data Shuttle with the enrolled dealers. Then have a hidden question that is pre-filled out with "removal". Then Data Shuttle/Data Mesh that moves that information over to your first sheet.

    Michelle Choate

    michelle.choate@outlook.com

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