AnsweredAssumed Answered

When user opens new form, can Excel doc already be attached for them to download?

Question asked by thedman on Sep 13, 2018
Latest reply on Sep 20, 2018 by saharc

Is there a way to attach an Excel document(template) to a Nintex form so that when the user clicks New, the form opens, and there is an Excel document already attached. The expectation is that the user fills out the actual form and then download the Excel document, make edits, and then upload/attach back to the form. Right now I am creating 330 columns in a SharePoint list just to create a Table View for a customer. Having it in an Excel document would be ideal because they don't need that information to write back to the list. SharePoint Online/O365

Outcomes