Coda automations: Managing form responses based on the option chosen from a list

1

Hello,

I am struggling to find a clear answer on how to route specific rows from my “form responses” table to different tables, based on the value of a list option from inside my form. I have a form that is used to gather general business intake requests. There is a “list” field with various values, and I’d like to route each form response to a different team (managed in tables on different pages) based on the value chosen.

I am struggling in the formula when I get to the “if” statement. I am able to add the “Step 1 Result”, but it breaks after that and I am never able to specify the conditional value of that list. Any help is greatly appreciated.

2

Hi Melissa,

The ‘if’ part of the automation is optional. Use it only if there is some condition under which you do NOT want the automation to run. If every time the automation is triggered it should run then leave it blank.

Here you have a simple example, which I think is similar to what you are trying to achieve. Feel free to copy it and look under the hood (the automation won’t work in play mode) and if you have any questions let me know. Basically the form triggers an automation that changes the ‘assigned team’ field. There can be a few seconds of delay.

Hope this helps,

Pablo