Form that doesn't create a task, only updates fields in existing task
R
Ramon Salinas
A very useful workflow is to have a Form that doesn't create a task but updates field in existing tasks.
I could use this in an agency setup for the operations team.
Like having a Form for clients to provide info or docs, and then update a custom field with the new data or file.
then the Ops team can take next steps (or automations)
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Hector A. Pires
Yes this would be very helpful to our team also.