IF Formula referencing one column to fill in another

Hi - I've been reading through the community posts and trying a variety of answers, but nothing I've tried seems to be working so I thought I'd post and ask for help.

I am trying to establish a column that has an answer based on another cell. My columns:

Dept

Automation Lead

So what I'm trying to create:

IF Dept = Global, then Automation Lead = Global

IF Dept = Anything else, then Automation Lead = Taylor Freeman

The Dept column is formatted as a drop down list; the Automation lead column is formatted as a Contact column if that matters.

Would really appreciate any help.

Thanks!

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Comments

Kara Lumley

Hi Jeannie,

Contact lists will not accept formulas - try changing Automation to a dropdown list.

Best,

Kara

jeannieruesch

That seems to work - thank you!

Mike Wilday

Do note that you won't be able to build notification emails to be sent off a dropdown list. So as long as your intentions are not to use email functionality, you'll be good.

Brandy S. PVD

With Smartsheet's new conditional notifications you can setup a notification for a value in a drop down column to email notifications. For instance you can setup a notification for when a row is updated where Automation Lead is Global email susie@smartsheet.com once a day.

Love the new notifications!

Thanks,

Brandy

Mike Wilday

@Brandy, yes that is true. You can email specific individuals, but if you were hoping to email someone based on the dropdown formula, you wouldn't be able to do that easily. You would have to set up notification rules for each person in the dropdown. you couldn't use the dropdown column as your recipient of the notification.

Brandy S. PVD

Very True. Good point, Mike.

Andrée Starå

Hi everyone,

Formulas in contact columns. It's released now!

https://community.smartsheet.com/announcement/announcing-formula-support-contact-columns

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting