I am setting up a form for monthly discounts given by employees.
Q1. How do I clear out the previous month once I have reviewed and used it?
Q2. If a customer code is 050195, this will just show as 50195 on the response received, can this be number formatted to keep original entry?
Q3. I see an employee can edit a response, but I would also like them to view all their discounts in one sheet, is this possible?
Hi Eileen,
Q1 - you could possibly use Power Query to filter out the data you don't need based on the date of entry into the form.
Q2 - Try formatting the field to text.
Q3 - Not sure this is possible using the Forms interface. You'd have to prepare a separate report for them based on the data already submitted by the forms. You could create a PivotTable extract of the data for each employee that they could refresh, or a query.
Mynda
