hey everyone! does anyone know how to change custom form type via csv update? I tried creating a workflow and updating and various methods, but nothing seems to update the form to the one I want
a
Anthony Dixon
02/06/2020, 12:24 AM
Is the form in question set to 'store form with record' (although it seems like not all forms have this option)?
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AK
02/06/2020, 12:24 AM
form doesn't have that option, but i figured it out! thanks so much for responding though
AK
02/06/2020, 12:24 AM
appreciate it!
AK
02/06/2020, 12:25 AM
it was my workflow i created, remade it and it worked
AK
02/06/2020, 12:27 AM
i always seem to ask someone for help when i'm literally a mm away from the solution haha
Import a single column CSV of your transactions internal ids, on step 2 of the import you can select what form to use - it's hidden under advanced, just doing that import will change the form.