Hello,
I'm looking for a way to update notes for 75 files at a glance.
We have files that we have a group leaders meet to discuss monthly.
I'm looking for a way to add a note to the notes section from a view.( below is an example)
These files are Growth files that we track and we want to have all the files open (like in a view), and then want to add a note at the time of the meeting .
We don't want to have an entire group wait on each file to load into the system for just a short note.
I had the idea to create a field on the form then edit that field monthly in the view but then I'd need to find a way to move all 75 text note over to the notes section so it becomes a part of the file in the timeline and I didn't see a clear path for this with a workflow.
Any ideas on a good way to add notes on say around 75 files quickly.
This process is currently a manual process with spreadsheets.
I'm able to pull all the information I need for the view except the notes.
Any Ideas on how I can accomplish adding notes from this type of view?
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Chris Adams
St Louis
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