We are setting up a project approval process. We have a primary “Intake” sheet where initial project data is entered. In many cases, users will be providing project budget and resource information later. We do not want them entering data directly on the sheet so would like to use supplemental forms using a project ID as the key.
My understanding is that if users input additional data from a second form to the original intake sheet it will create a new row – is that correct? If so, we will instead create additional sheets for the budget and resource data input.
If we do that, how do I know when data is entered into the supplemental sheets and how do I pull that data into the main “Intake” sheet?
Once all of the data is collected on the primary sheet we will kickoff a project approval workflow.
Any help or suggestions would be greatly appreciated!
