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Question

Separate forms without separate users

  • March 29, 2018
  • 0 replies
  • 35 views
I want to allow the same user type to be able to fill out two separate forms.  We have one form that is grid edit and one form that is fields.  The grid edit is good for when there are multiple records to be entered.  For one or more record it is easier to use a different form.  

I want to have a button for both forms.
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An idea might be to make a report filtered by where the record owner is the current user and the date created is today.

Then you would have a button for that report on the dashboard and the Report Description would would have a description on it saying to use Grid Edit to enter multiple records.
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