Assign multiple people to a row, based on multi select drop down.
Hello,
I have a dropdown where the user can select multiple customers. I need to assign the person or people responsible for the customers selected. I have a customer list sheet and each row is a customer, the customer managers I am trying to pull in are on this sheet. So I need the formula to look at all the customers selected, and pull in all the customer managers required based on the customer list sheet. I know index/match can't do it. Not sure if I need to use join/collect or something else? But I can't seem to get it to work. Entering each customer on a separate form is not an option, the user might select 50 customers, so I can't have them entering 50 forms. I need to automatically pull in the customer managers responsible for those customers.
Answers
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Hi @mccoy_FSI
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Here's a possible workaround or workarounds
- Set up a workflow with the assign people action for each possible option
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå with regards to the workaround/workflow I have 139 different country options that a user could select and of those I have 22 different contacts that manage those countries. For your work around, from what I understand, i'd have to create 139 workflows for each of the countries to then assign the correct contact? If that is the case i have one primary contact field that allows for multiple values as well, would i be able to stack all the associated contacts into the same cell or would they each need their own cell?
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