How do I...?

Is there a way to post form entries (meeting notes) on multiple records all at once?

If I have the same "meeting notes" (form) to post for multiple record i.d.'s, can I do it all at once or do I have to individually add them to every record?

1 vote
Vote
Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
You have left! (?) (thinking…)
Jill Thornton shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

1 comment

Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
Submitting...
  • Derrick Kotlus commented  ·   ·  Flag as inappropriate

    Hi Jill!

    It sounds like you are adding child records (notes) to a parent record (meetings). The only way to add multiple records at a time would be through an import with an excel spreadsheet. Alternatively, you could use the "save and add new" button on the form to quickly jump to another blank form. If we are misunderstanding your question, please contact TrackVia support at support@trackvia.com with additional details so we can take a closer look for you.

    Hope this helps!

    Derrick

Feedback and Knowledge Base