Form Automation

Hi,

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?

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Michael Culley

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

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!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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mraskinski_39

Thanks,

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

I was thinking this:

Each user has their own sheet.
Each Sheet has their own form which will populate sheet.
On another sheet, I enter a formula to pull each row of the individual's sheet.
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:

MainSheetProjects

AustinProjects

Genevieve P.

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:

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

See: Redesigned Reports with Grouping and Summary Functions

Cheers,

Genevieve

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