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I want to send a form as a regular update request but need to include the row level comments. However I can't see how to attach comments when using the form builder.
Hi @Phil Wightman
Unfortunately, it's not possible to include comments in a form because it's not connected to a specific row.
The best option would probably be the standard update request feature.
Make sense?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Thanks @Andrée Starå
I noticed that the update function allows comments due to the row association. Does that mean I'd have to set one up for every row as they all require a monthly update? I need to include the comments as they are being uses as a record of previous months updates (history).
@Phil Wightman
Happy to help!
No, fortunately, you can set up a recurring Update Request Workflow instead.
More info.
Would that work?
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