How to collect multiple Successor values?

Here's a link to my initial post which helped get me this far.

RECAP: I use a combination of a Successor formula & Join/Collect in an attempt to report for my team the next tasks and assignee(s) in our waterfall workflow. I am able to successfully return the next assignee only when there is a single successor. I need to identify instances where a task has multiple successor assignees, this can be simple text field (doesn't need to be a contact field).

Here are the 3 formulas that nearly fulfill my use case:

=JOIN(COLLECT([Assigned To]:[Assigned To], Row:Row, HAS(Suc@row, @cell)), CHAR(15) + " + ")

=SUBSTITUTE(Successor@row, ", ", CHAR(10))

=JOIN(SUCCESSORS([Task Name]@row), ",")

Best Answer

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓

    Hey @Jason.Darr

    Yes, I believe you're correct - if there are multiple values in the cell then the formula won't be able to search for the rows individually to return the successors.

    We can add that information to your formula, try this:

    =IF(FIND(",", Successor@row) > 0, "Multiple", IF(Successor@row = "", "None", JOIN(COLLECT([Assigned To]:[Assigned To], Row:Row, HAS(Successor@row, @cell)), CHAR(10))))


    Cheers,

    Genevieve

    Need more help? 👀 | Help and Learning Center

    こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!