Form that doesn't create a task, only updates fields in existing task
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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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Eivind Gjerde
Would be helpful, as long as it reads the fields in the task. Choice to update or create new task
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David Ieraci
I completely agree. We definitely need form that updates information as opposed to creating a whole new task.
Hector A. Pires
Yes this would be very helpful to our team also.