Automation - Assign line item to group based on column information

Platform discussions Special workflows & use cases
1

Hi Everyone,

I’m looking to streamline how line items are moved between groups in my Monday.com board, and I could use some help with the automation setup.

Goal:

When a survey is marked as “Completed” in the Survey Stage column, I want the item to automatically move to the correct design group based on the value in the Region column.

Desired Flow:

  1. Survey Stage is updated to “Completed”
  2. System checks the Region column (e.g., Scotland, North, Midlands, South)
  3. Line item is automatically moved to the matching design group below:

Current Group Setup:

  • Site Surveys Stage
  • Scotland – Design
  • North – Design
  • Midlands – Design
  • South – Design

Is there a way to automate this flow so that the board automatically references the Region column and moves the item to the corresponding design group once the survey is marked complete?

Thanks in advance for your help!

2

You’ll need a separate automation for each region and use ‘if’ statement as part of it. ie ‘When status changes to X, IF region is Y, then move to Z’

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3

Thank you for the response, this has worked but I had to change the region column from text to a drop down with all the regions listed :grinning_face: