Adding Link Based on Assigned User
I can't determine the best way to do this. So If the Assigned To is assigned, I want a link added automatically to that users specific project summary smartsheet. This sheet below is a high level overview of cases opened for our department but want a link added if someone wanted to view the individual person's smartsheet that shows cases assigned to them directly.
Best Answers
-
Do you know all the sheet URLs for each person already? If so, one way to do this would be to use a nested IF statement formula that says "if the assigned to person is X, display X-URL" and so on.
For example:
=IF([Assigned To]@row = "Genevieve P", "https://community.smartsheet.com/", IF([Assigned To]@row = "Reggie Andaya", "https://www.smartsheet.com"))
Does that make sense?
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Actually this makes more sense and is alot easier to filter. Thank you for this tip. I did not think about this route.
Answers
-
Do you know all the sheet URLs for each person already? If so, one way to do this would be to use a nested IF statement formula that says "if the assigned to person is X, display X-URL" and so on.
For example:
=IF([Assigned To]@row = "Genevieve P", "https://community.smartsheet.com/", IF([Assigned To]@row = "Reggie Andaya", "https://www.smartsheet.com"))
Does that make sense?
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Thank you.
-
If there are 2 people listed in the assigned column, how would I modify the code to add links to each users sheet in the Link User Sheet column?
-
Hey @Reggie Andaya
Before we go down this route, can I clarify what URL you're looking to surface? It seems like these are Smartsheet Reports that may be filtered for each person, is that correct?
If so, it would likely be easier to have just one Report built, but use the "Current User" filter so that whoever is looking at the Report sees rows where they are assigned automatically 🙂 That way you can display the same URL for all rows but have it auto-filter based on who clicks on it, does that make sense?
Here's more information: View assigned tasks from multiple sheets
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Actually this makes more sense and is alot easier to filter. Thank you for this tip. I did not think about this route.
-
Awesome! I'm glad that helps 🙂
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.7K Get Help
- 371 Global Discussions
- 203 Industry Talk
- 436 Announcements
- 4.5K Ideas & Feature Requests
- 137 Brandfolder
- 129 Just for fun
- 129 Community Job Board
- 448 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 282 Events
- 32 Webinars
- 7.3K Forum Archives