Assigned To field to use Role field's value
Hi I have a 4 roles defined for each project's Sheet Summary and each role can be defined with one person in it. The 20 tasks within a project are always assigned to someone in the corresponding role.
So, i am trying to have each task's Assigned To field to take on the value of the roles on the Sheet Summary so as soon as a person is manually assigned to a role, the task's Assigned To field will be updated accordingly and other automation run depending on that value (like chaser and notification) - no need immediately trigger any workflow.
However, i cannot seem to be able to find any way of using formula to reference Sheet Summary fields. Please help or point me to any workaround. Many thanks in advance.
Answers
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Hi @David Lau
I hope you're well and safe!
The Sheet Summary formula ends with #
Something like this.
=Test#
=[Test 1]#
Did that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
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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Hi Andree,
Many thanks for your reply. I have tried this but it does not work... Let me show you what i have done with the Sheet and its Sheet Summary placed side-by-side for you to visualize whether I have mistaken in any way following your advice.
Was there something I missed?
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Happy to help!
That should work. Ensure that there are no extra spaces or anything in the PSA column.
Also, what happens if you add the formula to a cell in the Task Name column? Same result?
✅Remember! 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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