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kivlind's avatar
kivlind
New Contributor
10 days ago
Solved

Form Update Via Excel is Appending, not Replacing

We have a form in our workflow for budgeting. Users have the option of interacting directly with the form or using a spreadsheet template we provided to update their values.  There are pre-seeded v...
Data Sources
Forms
Import
Workflow
  • LiliyaBarabash's avatar
    LiliyaBarabash
    7 days ago

    Hi,

    I am guessing here. Take a look on the Origin set up of your seeding, Form and template. My guess would be, that you have:

    1. Seed into "Import"

    2. Form points to "Before Adj"

    3. Template points to "Forms"

    As a result, when your users update Form the value gets updated and OS calculates the variance between BeforeAdj and Import and records it with "Forms". Your Excel template probably points to "Forms", hence any change they make gets added to the seeded value of "Import".

    If you change your Excel origin to "BeforeAdj" you will align the behavior between the form and the template.

    Hope it helps

    Liliya

LiliyaBarabash's avatar
LiliyaBarabash
New Contributor III
7 days ago

Hi,

I am guessing here. Take a look on the Origin set up of your seeding, Form and template. My guess would be, that you have:

1. Seed into "Import"

2. Form points to "Before Adj"

3. Template points to "Forms"

As a result, when your users update Form the value gets updated and OS calculates the variance between BeforeAdj and Import and records it with "Forms". Your Excel template probably points to "Forms", hence any change they make gets added to the seeded value of "Import".

If you change your Excel origin to "BeforeAdj" you will align the behavior between the form and the template.

Hope it helps

Liliya