Automated Allocation - based on selected attributes

Hello Smartheads!

I have a pretty interesting use-case.

Columns look like in the screeen below:

E Entry Number - values can duplicate


Desired outcome:

Trigger: Auditor selects her/his user ID in column C Audotor in a row.

Outcome:

After changing one row, the same user ID will be populated in Auditor column, if ENTRY NUMBER IS THE SAME.

Example:


I assume that it would require additional column with auditor id:

1) open for user to appy changes

2) locked with final results


Looking forward to hearing from you!

In case of any questions, please let me know!

Thanks,

Roman

Tags:

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Romano el Polako

    I don't believe there is a way to do this at the moment in one column - this is because I assume you need to both manually select an Auditor (for the initial non-duplicate) as well as have it auto-populate, is that correct?

    There currently isn't a workflow that can copy a cell from within the same sheet to another cell based on a criteria. You can automatically assign someone to a row, but we would need specific criteria spelled out in the automation (e.g. the exact Entry Number listed every time).

    A formula would need to be in every single cell, so you couldn't both use a formula and manually enter data.

    You could potentially have 2 columns:

    • Manual entry column
    • and Current column with a formula

    This formula column would reference your manual entry column to see if there's a value for the current Entry Number and duplicate it on any rows with that Entry Number.

    This is an example formula referencing a "Manual" entry column:

    =IFERROR(INDEX(COLLECT([C Auditor Manual Column]:[C Auditor Manual Column], [C Auditor Manual Column]:[C Auditor Manual Column], <> "", [E Entry Number]:[E Entry Number], [E Entry Number]@row), 1), "")

    Does that make sense?

    Cheers,

    Genevieve

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