Move Rows to other sheets

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I created an automation to move specific rows to other sheets, but i can't figure out how to move rows when multiple options are selected.

I have a master Smartsheet with hundreds of rows which are assigned to a team of 30 people. The automation moves the rows to the individual team members based on certain conditions, and it works fine where only one person is assigned to a row, but when 2 or more individuals are assigned to one row, I don't know how to build that matrix using automation. It sends to the first person and stops there. What can i do to fix this?

Answers

  • kowal
    kowal Overachievers Alumni

    hi @Dee2025,

    with multiple users in the assigned column it will always be problem to set the workflows/formulas correctly.

    Split the users if there are multiple to another columns like "assign to (2)" and "assign to (3)"…..

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  • tcleaning
    tcleaning Employee

    @kowal is spot on here! The automation doesn't know where ton move the row if multiple are selected separating columns is a good fix.

    What's your specific move row worklow with filters/condition blocks etc.?

  • Not sure i fully understand the question, but the condition block is if 'assigned to' is equals Name, then copy row to Name's Smartsheet, where assigned to is the column with all the assignees.

    I don't want to add more columns to the file, as that will reduce the total number of rows and I already have >50 columns on the file (for various reasons)

    I was hoping to be able to raise a kind of code that says if 'assigned to' is any of Name (where all 30 names are selected) then copy row to the name selected.