Automation Workflow

iamje

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.

Jason Duryea

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.

Jason Duryea

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

Thank you, Jason.