Do Forms always have to add a new line?

Hi @autumnleaves

There are a few ways to do this.

You can schedule an update request on a regular basis (depending on how often the sales agent visits the client) that require them to update the column. This will ensure that the sales agent gets the request as well as updates existing fields.

Or - here's a video that might inspire you to try something different
https://www.youtube.com/watch?v=oGnSdQBP53o

Add a column to your sheet called "Customer Visit interval" and then capture these intervals in that column.

There are a few ways to do this from here.

You could also add a column called "Next visit due", then take the last visited date and add the correct amount of days to that date to fall within the period

That formula would look something like this:

=[Last Visit Date]@row+if([Customer Visit interval]@row="monthly",30,if([Customer Visit Interval]@row="quartely",90,if([Customer Visit interval]@row="annually",365)))

Formula explained:

• [Last Visit Date]@row:
  • Refers to the last recorded visit date for the customer.

• IF([Customer Visit interval]@row="monthly",30,...):
  • This part checks the Customer Visit Interval and adds the appropriate number of days to the last visit date:
    • If the interval is monthly, it adds 30 days.
    • If the interval is quarterly, it adds 90 days.
    • If the interval is annually, it adds 365 days.

Now, trigger your automation to send when the "Next visit due" date is reached.

OR

If you don't want all of these columns, you could create an automation for each of the visit intervals and using the triggering action to trigger at the corresponding intervals

Toodeloo