What formula do I use to select contacts in other columns to populate the "Assigned To" Column

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JPUMBARGER
JPUMBARGER ✭✭✭✭
edited 04/03/23 in Formulas and Functions

I have 2 columns with contacts in them. I have another column that contains Identifiers. Depending on what Identifier I use, determines which of the contacts I copy to the Assignment Column. What formula do I need?


Answers

  • ro.fei
    ro.fei ✭✭✭✭✭
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    Hi @JPUMBARGER ! You can use nested IF statements to do this. Basically you'll want to check what AC is & assign based on that. Something like this:

    = IF(AC@row = "HM", [Hiring Manager]@row, IF(AC@row = "B", [Buddy Assignment]@row))

    Let me know if you have any trouble with this! Happy to help some more if you need it. 😊

  • JPUMBARGER
    JPUMBARGER ✭✭✭✭
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    Thank you that worked!

  • JPUMBARGER
    JPUMBARGER ✭✭✭✭
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    I have another question. Let's say I want to do something similar with a Automated Workflow so my Cell Formula isn't erased when one of my other Workflows run.

    Using the "AC" column I have workflows that assign specific employees to the task/Row. Easy enough.

    However, with my Hiring Manager and Buddy Assignment, these assignees can vary. That is why I have the 2 columns shown previously. I haven't been able to find a way to copy a cell contact to another cell in a workflow. However, when I run some of the other workflows it deletes the formula you just had me use whenever the value of "AC" is changed.

  • ro.fei
    ro.fei ✭✭✭✭✭
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    @JPUMBARGER Unfortunately this is the only contact workflow we have available at the moment, & it requires the contact info to be set up in the workflow itself (you can't pull from another column):

    In order to pull dynamically from the columns, you'll have to use a formula like above.


    I'm curious, what automations are you running that are clearing the formulas?

  • JPUMBARGER
    JPUMBARGER ✭✭✭✭
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    I added columns (hidden) and added more items to the Formula you provided. Worked fine.


    I was using Automations that would assign employees if there was a new hires name added and the "AC" (Assignment Category) matched their code. Since I already had 2 columns that I was doing with the Formula, I couldn't use the Automations since they would delete the formulas. I tried to build a automation to look at the cell and assign that way, but it didn't provide an option to do that.

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