Updating New Row Status to Mirror Existing Row Status Using Common Identifier

Amber Grossman

I have an end to end program that the last process is assigning and working through List Manager assignment, creating the list, approving the list, etc. The input sheet for the List Managers is only updated using rules in data shuttle and some of the rows added are associated with existing rows in the sheet and do not need to start at the beginning of the process, i.e. already have someone assigned, list has been created, etc. I have a common identifier that comes in with each of the rows along with a unique identifier when this scenario is present. What formula can I use within the sheet to see if the common identifier already exists and if so, mirror the status of the original entry?

Amber Grossman

I used a workaround by assigning each status a numerical value in a mapping sheet, i.e Assign List Manager = 1, Set Up Stakeholder Meeting = 2. Using index match and then collect(max()) I was able to get it work - FINALLY!

Paul Newcome

Are you able to provide some screenshots (sample data is fine if necessary) for context?

Amber Grossman

Hi Paul, this should help. The first entry of the test is on step two of set up stakeholder meeting and the new entry is on assign list manager. I want the second entry to mirror the first based on the multi-tactic taxonomy matching.

Kelly Moore

Hey @Amber Grossman

Are you wanting the Assign Line Manager (SFMC Status) to change to 'Set up a Stakeholder Meeting'? Or is there another status that you are trying to mirror? If it is the SFMC Status, what is the formula that already exists in that column?

Kelly

Amber Grossman

I used a workaround by assigning each status a numerical value in a mapping sheet, i.e Assign List Manager = 1, Set Up Stakeholder Meeting = 2. Using index match and then collect(max()) I was able to get it work - FINALLY!