Form Automation

mraskinski_39

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?

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

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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:

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:

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:

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

Cheers,

Genevieve