Having unique form links for each item on Board

In my system, My items are clients. I use the form link a lot to collect information and add the client to the board. I also have a board where they can upload files from the form link. I think it would be very useful for each client to have their unique form link. This way, when they upload a file it will go directly to THAT item rather than create a whole new item with the file and everything can be organized.

Let’s say a client has uploaded a file and forgot to upload another file. So he goes back to the link and uploads another file. This will create 2 items in your board. among a crowd of other items

If we had unique links, that specific client can upload directly to their item card. Each link working independently rather than one size fits all.

A way to implement this is on the card item view of an item, You can have a tab called forms, and in that form, it will have the unique link to copy and paste to share however the user wants to share.

THIS IS NOT TO SAY TAKE OFF THE FORM LINK THAT EXIST NOW, INSTEAD, IM SAYING A STANDARD FORM LINK SHOULD BE THERE TO ADD THE CLIENT ANDD WHEN THAT CLIENT IS CREATED, THEY CAN NOW HAVE IT’S OWN LINK THAT WILL ENABLE THEM TO UPLOAD ADDITIONAL THINGS LIKE FILES, ETC TO THAT SPECIFIC ITEM AS YOU GO FARTHER IN THE PROCESS WITH THEM.

I use 2 boards. One for keeping track of client progress and another called application package. The application package is where I would like clients to have this ability. At the moment, I am creating duplicates of the items and the existing apps (such as Data clean) to Eliminate this problem doesn’t work well because it doesn’t truly merge, instead, it either keeps the new items or keeps the old items. no option to keep both. ( if they can also add that "both feature will also be helpful. and only merge files with the same file name and add others)

I voted for this. I’m completely new, but I’m running into similar issues.

certainly a must have feature. Almost any business collection documents needs this. Any finance company, mortgage, lenders etc.

HI all - the SuperForm app can help manage this type of functionality.
Mark

I don’t know if it is just an enterprise feature or not, but you can utilize Response editing feature. This way, they will be able to change info to the board.

When you select this feature, it only works for new submissions, and will not work for previous submissions.

For unique links for new forms in general per client, you can utilize Workflows (enterprise-only) to create a special link per name/item ID. Just reference to it in the link you are creating.

If you need help, I’d be happy to show you how to do it.