Auto Assign Records After Form Submission

📌 Auto-Assign Requests by Form Submission in SmartSuite 📌

In this SmartTips episode, Jeff Gonzalez demonstrates how to automatically assign requests to specific reviewers in SmartSuite. Ideal for ticketing or request-based workflows, this setup allows you to route submissions based on the request type, ensuring that each one is directed to the correct team member.

In this video, learn how to:
🔹 Set up automation to assign reviewers based on request type.
🔹 Use linked records to manage submissions from non-users.
🔹 Apply conditional logic to show fields only when relevant.

Make your request management smoother and more efficient with SmartSuite automations!

#SmartSuite #WorkflowAutomation #RequestRouting #NoCode #TaskManagement

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Want to keep learning more about SmartSuite?

Sign up for free: https://smartsuite.com.

Subscribe to our YouTube channel: @hellosmartsuite

Join our SmartSuite Academy: https://academy.smartsuite.com/

Join our SmartSuite Online Community: https://community.smartsuite.com/

Visit our Help Center: https://help.smartsuite.com/en/


▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Join us on social:

Twitter   / hellosmartsuite  

LinkedIn   / hell.  .

Instagram   / hellosmarts.  .

Facebook   / hellosmartsu.  .