Thread: Excel Template Problem - updating records

I have an application which uses forms to collect appointment details. Those details are then collected into another excel spreadsheet using the template wizard. However, when I open a patients form which has been previously created via the form template in order to make a change to the form, the only options I am
given are to 'create new record' or 'continue without
updating'. I do not get the option to update the existing record even though the file name has not changed. If I create a new record, save it and then try to update it without closing it, I get all 3 options. How can I update an existing Record after re-opening the form? This is necessary because days/weeks/months may elapse between the users initially creating a patients form and then going back into it to insert additional data.

Can you get into the Excel spreadsheet to manually edit the data or is it locked against you editing it? This might be a short-term solution.

Sounds like you need to a new option to the form to be able to edit data that has been incorrectly entered or has changed since it was originally entered. If you want you can PM me and we can arrange for you to send me the files and I will show you how to change it if you want.

Cheers,

Claire

Hi Claire

That would be fab if you could show me how to change it

Regards

Elise