Completed form populates in Master Sheet - how to automatically copy that row to another sheet

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Completed form populates in Master Sheet - how to automatically copy that row to another sheet

I have 8 Associate Directors who are covering different AREAS of the world. When a completed form populates my Master Sheet, can I direct it to copy that row to the correct AREA sheet according to the AREA chosen? (I would have 8 AREA sheets that would feed to 8 different Dashboards)

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Kitty,

    Yes, you'd set that up in the workflow. If it's area 1 = copy to area 1 sheet and so on.

    Would that work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Thank you, Andrée!

    As soon as this Curriculum Board Mtg is over, I will definitely give that a try! Keep you posted! Always good hearing from you!

    Kitty

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent! 

    Happy to help!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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