Forum Discussion
Best way for staff to update monthly text field
Hello, I would like ideas on the best ways for staff to update a text field for monthly report. They have to update the list item monthly until it is marked complete.
My thought is I could create a column for all 12 months, and then manually hide/show each month? I know this isn't efficient.
If there is a flow that goes along with this as well then I am open to it.
- Yes, there are more efficient ways for staff to update a text field for a monthly report in SharePoint, and you can streamline this process using Power Automate (formerly Microsoft Flow).
The best solution depends on how much data you need to capture each month and how much visibility is required for previous months' updates. Using version history or append changes in a single field is efficient and keeps things simple. Power Automate can help with reminders and automating part of the process, making it much easier to manage.
You can let's chat in DM to recommend an expert in power automate integration for full details and step by step process you can use to get it done
