Auto fill form for status updates

sravya.gupta127326

Hi,

I am creating a form for our weekly status updates so we can see the history. However, it would be useful to have default values pre populated in the form from last week's update so the PMs can update it instead of writing it again - if applicable. This value needs to be pulled from a sheet based on the region/function selected - so, I cannot append it to the URL. Is this possible?

Thanks,

Sravya

Andrée Starå

Hi @sravya.gupta127326

Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

The only way I can think of would be to use the URL Query feature or possibly a 3rd party solution.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå

@sravya.gupta127326

There isn't a way to have mandatory fields in an update request, but you could set up an automation to send it again as long as not all mandatory fields include any data.

Andrée Starå

Hi @sravya.gupta127326

Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

The only way I can think of would be to use the URL Query feature or possibly a 3rd party solution.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

sravya.gupta127326

Thank you @Andrée Starå for a super fast response! URL wouldn't do as the values would change every week... If only there was a way to add enhancement request directly from the comments! :)

sravya.gupta127326

Do you know if there is a possibility of update requests with mandatory fields? I had to use a form to have mandatory information - but can use update request on the same content - which will have pre-populated value if I can make some fields mandatory...

Andrée Starå

@sravya.gupta127326

Happy to help!

Would it work to send out the updated link weekly?

Regarding the enhancement request from the comments, please send in an enhancement request.

🤣

sravya.gupta127326

Lol - Thought you might say that on the enhancement request...

It would work to send the link weekly - but, not sure how to prepopulate yet...

Andrée Starå

@sravya.gupta127326

There isn't a way to have mandatory fields in an update request, but you could set up an automation to send it again as long as not all mandatory fields include any data.

sravya.gupta127326

Thank you! I will give that a try...

Andrée Starå

@sravya.gupta127326

You're more than welcome!

Let me know if it doesn't work and you need to revisit the URL Query option.