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Hyperlinking to templates

Rudy Landry Jr
Rudy Landry Jr ✭✭
edited 12/09/19 in Archived 2015 Posts

We have Project Tracking sheets with great detail, and we have project log sheets with a web form that saleman can fill out on their smart phones then submit and it populates into the Project Log sheet. I would like to link our project tracking sheet (template) to the new projects as they populate from the webform. Can you link templates?

 

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  • Travis
    Travis Employee
    edited 06/13/15

    Hi Rudy - it sounds like you want your web form to populate both sheets, correct? While there isn’t a built in function that will do this, you could use Zapier. Zapier utilizes our API to perform automated actions. You could set up a Zap that is triggered by a new row (form submission) and will copy the contents of that row to another sheet. Check out zapier.com for more information. 

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