Link Records To Form Submissions With ID Matching скачать в хорошем качестве

Link Records To Form Submissions With ID Matching

Learn how to link employee records to forms in SmartSuite using unique identifiers for a streamlined, privacy-focused process. In this episode of SmartTips, Gavin Brennen walks you through: ✔️ Setting up an employee directory with unique IDs for secure identification. ✔️ Designing forms that accept IDs instead of visible name lists. ✔️ Automating record linkage with SmartSuite’s “Find Record” feature. ✔️ Ensuring form submissions automatically update the correct employee record. Whether you’re managing weekly reports or other team submissions, these tips will save time, enhance privacy, and ensure data accuracy. 💡 Try this approach today and see the difference in your workflows! #SmartSuite #WorkflowAutomation #ProductivityTools #TeamManagement ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Want to keep learning more about SmartSuite? Sign up for free: https://smartsuite.com. Subscribe to our YouTube channel: @hellosmartsuite Join our SmartSuite Academy: https://academy.smartsuite.com/ Join our SmartSuite Online Community: https://community.smartsuite.com/ Visit our Help Center: https://help.smartsuite.com/en/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Join us on social: Twitter   / hellosmartsuite   LinkedIn   / hellosmartsuite   Instagram   / hellosmartsuite   Facebook   / hellosmartsuite