Automatically Copy Rows when condition is met

I am trying to create a workflow using the copy row feature when a particular condition is met and its not copying. I am the owner and the admin on both sheets. One of the things I'm trying to do is when I am assigned a task, I want to to automatically copy the row to a different sheet from where I plan to track tasks assigned to me. Can someone help me with why I'm struggling?


  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    Hi @Prabodh Kasturi 

    Hope you are fine, try to use the following workflow:

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Prabodh Kasturi

    I hope you're well and safe!

    To add to Bassam's excellent advice/answer.

    I'd recommend adding, so it only copies over to your sheet when you are the Assigned To.

    Something like this.

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭

    Hello @Prabodh Kasturi

    In addition to building another sheet to track your actions, consider if a report and/or summary fields on your existing sheet might also provide the information you desire.

    A report (or even just a filter within the sheet) can provide a view of actions only assigned to you. The summary fields (right menu on the sheet) can be used to summarize sheet data into metrics.

    Again, whether a report will work for you really depends upon the use of the final data. If you're interested but need help with these suggestions, the community will be happy to assist.