Using Multiple forms on One Sheet

Rhuffman

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

Paul M Kahl

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

@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?

Andrée Starå

Hi @Rhuffman

I hope you're well and safe!

Have you explored using Update Requests 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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Rhuffman

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.

Paul M Kahl

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

@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?

Rhuffman

Thank you- I'll give it a try