Intake form updated daily how-to...

Laura Easley

We have a medical intake form that we have to fill out daily I am trying to figure out how to keep the employee name in only one row and just update the screening details daily not have 300 lines for one employee.

We will keep the archived details on another form so I have it set to copy to another form.

Andrée Starå

Hi @Laura Easley

I’d recommend using an Automated Update Request instead.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Laura Easley

I’d recommend using an Automated Update Request instead.

Would that work/help?

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!

Laura Easley

@Andrée Starå Is there a way to move the old information to a different sheet and clear the information to be updated? (otherwise we have lazy parents/employees that will just hit send with the new date)

Andrée Starå

@Laura Easley

We could copy the information to another sheet, but to remove the data would probably demand a third party service.

What do you think? Is that an option?