How to use Contract Manager when there's one contract and multiple parties.
Hello, I am using the contract manager templates to track contracts for services provided to our client's locations (can be one or several). Is there a way - through the setup form - to add each location as a sub field (or row) where we can check off tasks completed for each location/each month?
Thanks.
Answers
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Hi @BWheel
I hope you're well and safe!
This might help. You could maybe adapt my method described below.
- I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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I ended up doing the two sheets as you suggested and creating a hyperlink between the two. When we get a new or changed contract, we will have to pop into the sub sheet and update the locations manually. I'm thinking of adding a workflow task to make sure the subsheet is updated each time.
Thanks for your response!
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