I have an intake sheet that has several columns of information; when the project(s) are reviewed and set for approval to move forward with planning, I have a checkbox workflow trigger that 1) copies the data to another sheet (Project Agreement) containing less information (Project Name, Details, Scope, Out of Scope etc.). 1st issue, when copying a new row from "Intake" to "Project Agreement" all of the intake columns come over as well. Any way to only bring over what is needed from intake?
2nd issue I wanted to create a form and prepopulate it based off the project agreement sheet and create a workflow to send out to the Product Owner/PM to complete the details, scope, assumptions, etc, in preparation for Stakeholder review/approval. I can not get the form to prepopulate with already known data (project name, details, etc.), tried the query, but must be doing something incorrectly, and it sounds like this would need to be a unique URL for each and every row of the project agreement sheet. I then tried the request update, which would work great, expect the form is not customizable and brings in all the extra columns that came over in the copy automation from intake to agreement.
Any ideas/work arounds?