Is there a way to have items created via a form be sorted according to a specific response in the form? I have a board I am using to track time off requests, and due to multiple people using the same board, I wanted to break down requests by manager into different groups within the same board. Currently, I have a line in my form to select the manager of the employee requesting, and automations built to sort the request into different groups when the manager status column is changed to the manager’s respective names. After trying a few submissions, the requests are not being automatically sorted (I’m assuming it’s because the manager status is showing up already populated and not being changed) However, I am looking for this automation and sorting to take place upon form submittal. Is this possible? Any recommendations? Would it be better to have separate boards for each manager? Thank you.
I hope you’re having a great Tuesday! You’ve hit the nail on the head: the “Status Changes” trigger doesn’t fire because the status is already set the moment the item is created. Since there isn’t technically a “change,” the automation stays quiet.
To fix this, I recommend using the “When an item is created” trigger. This is the perfect trigger for forms because every submission counts as a new item.
If you have access to the Workflow Builder, you can combine these into a single multi-step recipe rather than having separate automations for every manager!
Sticking to one board is usually best for “Time Off” tracking. It gives you a bird’s-eye view of who is out across the whole company, while your new automations will keep the individual manager views clean and organized.
I hope this helps! Let me know if you have any other questions
