Submitting a Form

CherylAK

We have a finance form that will submit vendor, invoice, amount etc. in to our sheet.  My question is how can I get the information in the form to fall under the appropriate vendor?

Right now, the form information goes to the bottom of the sheet and I know that you can set it for the top of the sheet as well.  So for example, a Home Depot expense will just populate the bottom of the sheet.  The sheet is set up with the vendors being parent rows and then the invoices would be the children under that particular vendor. 

Can I set it up so that the form information falls under the appropriated vendor when submitted?

Thanks,

Cheryl

Andrée Starå

Hi Cheryl,

Unfortunately, it's not possible at the moment, but it's a great idea!

Please submit an Enhancement Request when you have a moment.

Another option that could work would be to use a third-party solution like Zapier or similar.

I hope this helps you!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

CherylAK

Thank you!

Andrée Starå

Happy to help!

Best,

Andrée