How to use Form response to retrieve the right template?
I have 7 templates for client renewal. I want to create a workflow either with a form or formulas, the user will select the right template for the client renewal and automatically added to the Master Client Renewal Project Plan.
Example 1 - Client Renewal - Template A
Example 2 - Client Renewal - Template B
Example 3 - Client Renewal - Template C
All 3 clients above have 3 different templates but they are all track on the same sheet with same fields. The difference are the task associated in the template.
How can I accomplish this using a form or formulas?
Help Article Resources
Check out the Formula Handbook template!