Update Forms: Can they be created without the automated email link generation?

Nirav Chitkara

I have an intake sheet with multiple projects and instead of sending a project manager an automated email with a link to an update form to change any information regarding a project, is there a way to have a form be a standalone link in the intake sheet that when clicked opens up a form in a new tab. From there, the user can select the project from a drop down, whose values are populated from the list of projects in the intake sheet, and update the form accordingly and that feeds back into the intake sheet?

Andrée Starå

Hi Nirav,

Unfortunately, it's not possible at the moment to have a link open a specific row for updating, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment to have your vote added

There might be a possibility of a workaround. I have a few ideas.

• We could use a specific link with the data added, and then they can update that information and submit it as a new record. Then we'd use VLOOKUP or INDEX/MATCH to match the latest record to show the information in the original record, but depending on how many cells there are, it might not be an option.
• Third-Party form integration. Is that an option for you?

What do you think? Would any of those workarounds work/help?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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