Is it possible to build upon forms?

Melitta

A question of two forms...

A project proposal, which gathers basic info. It's then approved, rejected, declined.

Once a project proposal gets approved,

can we then use the same underlying sheet, with the pre-populated info (for example: Project name, Project Sponsor) from the project proposal, to populate a new form, Project Charter ?

to gather detailed info for the Charter?

Andrée Starå

Hi @Melitta

I hope you're well and safe!

You could use,

• Update request
• Form combined with the URL-query
• I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

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!

Andrée Starå

Hi @Melitta

I hope you're well and safe!

You could use,

• Update request
• Form combined with the URL-query
• I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

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!