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
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.
In short, the way it could work.
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Have you explored using Update Requests instead?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
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Hi- I do not believe that will help. This is for prospective vendors who would answer Form 1 then if we wanted to progress with them we would send them Form 2 which would have the same contact fields but other new fields they did'nt see the first time. Unless I'm missing something-I am a new user.
Thank you- I'll give it a try
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