Move record automation

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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

  • Itai
    Itai ✭✭✭✭✭✭
    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

  • Itai
    Itai ✭✭✭✭✭✭
    Answer ✓
    Options

    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/

  • jgneely72151
    jgneely72151 ✭✭✭✭✭
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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!