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Update existing request record and link intake form

Update existing request record and link intake form

Your intake form submissions arrive without context, creating duplicate request records and delaying triage. Linked request records let coordinators prioritize and assign work same day.

Update existing request record and link intake form

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Overview

Unlinked intake submissions make coordinators reconcile duplicates and slow project starts. This workflow links new form submissions to existing request records and updates status so coordinators can triage and assign work same day.

Update existing request record and link intake form