Automated Workflows-Moving items between sheets
I have a master sheet revenue sheet with line items for each item the customer purchased. These items are all grouped by their order number.
There is a column labeled Revenue Recognized. I created a workflow to move items where the revenue-recognized status is closed to another sheet. However, when I ran this workflow it moved everything. I am assuming its because I have the items grouped by order and with in the order some items are recognized while others are not.
Does anyone know if there is a way to move some items in the group to a new sheet?