Automation Workflow

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Hi, Can someone help me create an automation workflow that will automatically move data from the current sheet to another when it's more than 12months?

Thank you in advance.

Best Answer

  • Jason Duryea
    Jason Duryea ✭✭✭✭✭✭
    Answer ✓
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    I build this automation for a claims tracking sheet. It's based on the creation date of the claim, which is setup as a Auto-Number/System column for Created (Date). I think a similar automation would work for you, just change the Condition to 365 days. If you specifically need it by months, you might need to build a helper column to calculate the number of months.


Answers

  • Jason Duryea
    Jason Duryea ✭✭✭✭✭✭
    Answer ✓
    Options

    I build this automation for a claims tracking sheet. It's based on the creation date of the claim, which is setup as a Auto-Number/System column for Created (Date). I think a similar automation would work for you, just change the Condition to 365 days. If you specifically need it by months, you might need to build a helper column to calculate the number of months.


  • iamje
    iamje ✭✭
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    Thank you, Jason.

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