Assign to Account Manager when status changes

alys

I am trying to create a workflow so that when a Status changes to 'Available in Partner Album,' the person listed in the 'Account Manager' field is automatically assigned to the task in the 'Assigned To' column. When I create the workflow, it asks me to select a specific person, but I want it to pull whoever is listed in the Account Manager field for that task. Is this possible?

Paul Newcome

It would be a nested IF statement.

=IF(Status@row = "1st Status", [First Assignment]@row, IF(Status@row = "2nd Status", [Second Assignment]@row, [Third Assignment]@row))

Paul Newcome

You would have to use a formula for this. Do you have the rest of the people that would be assigned listed out in other columns?

Otherwise, this is not possible in the core product. You would need to leverage a third party app, the API, or the premium add-on Bridge.

alys

@Paul Newcome I don't have the others listed out in columns, but I could do that. Would the formula be if the status is 'status 1' assign to the person listed in column 1?

Paul Newcome

It would be a nested IF statement.

=IF(Status@row = "1st Status", [First Assignment]@row, IF(Status@row = "2nd Status", [Second Assignment]@row, [Third Assignment]@row))

alys

@Paul Newcome Thank you!

Paul Newcome

Happy to help. 👍️