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

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?

Answers

  • Andrée Starå
    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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