Forms & Actions

Lindsey

Once a form is submitted, can you create an action item to submit a different form to update additional columns not in the original form?

Example:

Original requestor uses hyperlink to submit form A with columns [task], [notes], [date requested].

Form is submitted.

Action item sends a NEW form populated with the following information form A with columns [task], [notes], [date requested] and also asks for [status approval], [assignment], [due date], [notes]

Andrée Starå

Hi Lindsey,

You can automate so that an update request gets sent out when you receive the form. 

Would that work for you?

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done