Update client or project records with submission timestamp
Update client or project records with submission timestamp
Your form responses for weekly reports aren't recorded on client or project records, causing missed review dates. It timestamps the right record so owners see updated last-review dates same day.
Overview
Form responses that don't land on the right record cause missed review dates and slow handoffs. This workflow writes each submission timestamp to the matching client or project record so owners see updated last-review dates same day and can act faster.