We have a sheet where all our RFQ's are entered.
I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline.
I wondered if it was possible that as part of the automation, when the status is changed a quick form pops-up where the user who has changed it to sent can fill in things like the Sale Value etc?
Would be very grateful for any help.
Thanks