How to display the Assignee(Contact) of Successors?

Jason.Darr
Jason.Darr ✭✭✭
edited 10/06/23 in Formulas and Functions

I would like to display the Assignee(Contact field) of Successors. I currently use a Successor formula to successfully reveal which task rows are dependant. How can I also reveal who the next assignee of that task should be?

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hey @Jason.Darr

    You can INDEX the Assigned To column, using the VALUE of the Successor cell as the row number to bring back. However this will only work if you have 1 Successor:

    =IF(Successors@row = "", "", INDEX([Assigned To]:[Assigned To], VALUE(Successors@row)))


    There's another thread here in the Community discussing the Successor function that may have some ideas for you.

    Cheers,

    Genevieve

  • Jason.Darr
    Jason.Darr ✭✭✭

    Thank you @Genevieve P.! This was very helpful!

    Here was my final formula with a little assistance from the community you shared.

    =IF(Successor@row <> "", JOIN(COLLECT([Assigned To]:[Assigned To], Row:Row, HAS(Successor@row, @cell)), CHAR(10)))

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