Assign Multiple Users from a Form

Sam C

Good Morning,

I have a form that has a few check boxes. Depending on what checkbox is selected, different people are assigned to a task, but it's for a single entry/row. Is there a way on a form to make the assign column (which is already set to a multi-contact) assign to several users in the single assign field from a single submission based on the input from a form? I've added the appropriate automations to indicate based on what is checked, assign to X-user, but only one assignee is displayed in the assignee field when I test it out and select several checkboxes, like the automation is prioritizing one automation. As a workaround, I am going to the sheet directly to add the additional assignee-users, but was hoping for an automated way to do this.

Paul Newcome

You would need to set up multiple automations. One for each variation. Lets say you have 3 checkboxes (A, B, and C). You would need the following automations:

Assign if A

Assign if B

Assign if C

Assign if A and B

Assign if A and C

Assign if B and C

Assign if A and B and C

Paul Newcome

You would need to set up multiple automations. One for each variation. Lets say you have 3 checkboxes (A, B, and C). You would need the following automations:

Assign if A

Assign if B

Assign if C

Assign if A and B

Assign if A and C

Assign if B and C

Assign if A and B and C

Sam C

That makes complete sense. Thank you!

Paul Newcome

Happy to help. 👍️