Form Automation



My vision is, that when a form is submitted, it is placed into the appropriate bucket based on the person assigned. For example, a new task is submitted for Austin via a form, when submitted, it is placed in row 1. I would like it to move into Austin's task area automatically.

Is this possible?


  • Michael Culley
    Michael Culley ✭✭✭✭✭

    I don't believe that's possible although it would be a nice feature.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @mraskinski_39

    I hope you're well and safe!

    Have you explored using a report to have it grouped similarly?

    Would 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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  • mraskinski_39


    Maybe I can approach this another way and if this is possible, any advice/help/instruction would be great.

    I was thinking this:

    1. Each user has their own sheet.
    2. Each Sheet has their own form which will populate sheet.
    3. On another sheet, I enter a formula to pull each row of the individual's sheet.
    4. Each row is listed in their appropriate place via a formula ( would have the columns identical).

    If this is possible. Can you give me some guidance here (I am so rusty on formulas, it's embarrassing, I am more of a Macro person)?

    Let's say the titles are:



  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @mraskinski_39

    I agree with @Andrée Starå's suggestion!

    You could either use Grouping in a Report to automatically show the rows from one main source sheet under a correct header, or you could follow your second approach but replace the Formula aspect with Grouping a multi-sheet report:

    1. Each user has their own sheet.
    2. Each Sheet has their own form which will populate sheet.
    3. A Report pulls all rows from all sheets.
    4. The Report is Grouped by User Name (or Sheet Name)

    See: Redesigned Reports with Grouping and Summary Functions



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