Automation Workflow
I have a reoccurring task monthly task and I wanna make sure that every month when it's marked completed I wanted to copy that row over to the same sheet or another sheet and have the due date changed to December after the previous month is completed for that specific task ?
is this possible through workflow automation?
Answers
-
Yes, this is possible. First, set an automation to trigger every month and add the condition of rows completed like below:
Then select action as copy rows and select the sheet where it should be copied.
On the other sheet, add another automation that when there is a new row then it should record a date or replace the cell value like this:
Hope this helps :)
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 66.5K Get Help
- 433 Global Discussions
- 152 Industry Talk
- 494 Announcements
- 5.3K Ideas & Feature Requests
- 85 Brandfolder
- 155 Just for fun
- 77 Community Job Board
- 505 Show & Tell
- 34 Member Spotlight
- 2 SmartStories
- 307 Events
- 37 Webinars
- 7.3K Forum Archives