Move record automation
Hello!
I have a source sheet where I would like to move a record to a specific sheet based on who is listed in the staff contact field once assigned.
There are 11 sheets that that belong to individual staff members.
I understand that if Staff A is listed on a record in my source sheet, I can set an automation to move that record to Staff A's sheet when assigned.
Do I duplicate that automation for the other 10 staff members separately or is there a way for me to set these individual moves under 1 automation? I hope this question makes sense.
I already have other automations on the sheet and didn't want the list to become super long. If there is no other workaround, then I'm OK with it.
Any advice is greatly appreciated!
Jennifer
Best Answer
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Hey Jennifer,
You can add different codition paths to the same automation and I think this should solve your issue.
Itai Perez
Reporting and Project Manager
If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciated🙂
https://www.linkedin.com/in/itai-perez/
Answers
-
Hey Jennifer,
You can add different codition paths to the same automation and I think this should solve your issue.
Itai Perez
Reporting and Project Manager
If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciated🙂
https://www.linkedin.com/in/itai-perez/
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Thank you so much! I knew that there had to be a better way of organizing the same tasks. I will try it out. Have an awesome day!
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