Using Multiple forms on One Sheet

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Hi- how can I use multiple forms that are a different step in the vendor selection process so that they populate the same line on my sheet instead of multiple lines for the same company? Thanks

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  • Paul M Kahl
    Paul M Kahl ✭✭✭✭
    edited 10/13/21 Answer ✓
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    I believe a combination of form and Request an Update will work.

    In this use case above, the vendor would submit Form 1.

    After reviewing, you could leverage a column (e.g. a checkbox column "Approved to progress") to trigger a Request an Update workflow to kick off. In the Update workflow, you would select the new fields for the vendor to fill out. The vendor would receive an email with those fields which will populate the sheet.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
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    @Rhuffman

    In short, the way it could work.

    • They submit the form.
    • Then you'd send the Update Request that includes the contact information, and then they'll add the other information.

    Make sense?

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