Round Robin Systen

Thanuja K
Thanuja K ✭✭
edited 09/12/24 in Formulas and Functions

I have 2 sheet and each sheet have 3 column with Assigned Person name so there are 4 people to whom I need to assign and they should get equal opportunity each month(overall opportunity they will get for each month should be equal). I need formula to assign people i have created sheet to count how many opportunities are getting to these people and i dont want to use any API here, can i assign through automation or any formula

please help Thank you

Answers

  • NicoLHC
    NicoLHC ✭✭✭✭✭✭

    @Thanuja K you can assing based on some critirea for example like this. =INDEX({Approver}, MATCH([Employee ID]@row, {EmployeeID}, 0))

    If my comment helps you, I appreciate a 💡

    Kind regards

    Nico | LinkedIn

    CEO | Lighthouse Consultings

    Lecturer in Business Information Systems | DHBW

    ________________________________________________________________________________

    addvalue@lighthouseconsultings.com

    We offer Licenses - Training - Solution Engineering

    🔴 GOLD Smartsheet Partner _______________________________________________

    💯 SCALEABLE Solutions Engineered by Lighthouse Consultings

    We Don’t Just Implement Smartsheet; We Revolutionize How You Manage, Plan, And Execute.

    🎥 YouTube 🚀TimeLine View

    http://lighthouseconsultings.de/

  • Hi @NicoLHC, Thank you for your response but, this formula won't work as per my conditions

  • NicoLHC
    NicoLHC ✭✭✭✭✭✭

    @Thanuja K of course you need to change condition in the formula ….did you try ?

    If my comment helps you, I appreciate a 💡

    Kind regards

    Nico | LinkedIn

    CEO | Lighthouse Consultings

    Lecturer in Business Information Systems | DHBW

    ________________________________________________________________________________

    addvalue@lighthouseconsultings.com

    We offer Licenses - Training - Solution Engineering

    🔴 GOLD Smartsheet Partner _______________________________________________

    💯 SCALEABLE Solutions Engineered by Lighthouse Consultings

    We Don’t Just Implement Smartsheet; We Revolutionize How You Manage, Plan, And Execute.

    🎥 YouTube 🚀TimeLine View

    http://lighthouseconsultings.de/

  • Hi, I have used shuttle to offload id and then i used count fomula to know how many opportunities per person got and i have added one more column so it will update email id wh is having minimum opportunity whenever the new date is punched then i have set up automation if the minimum name example: ABC then where the date is punched infront of that we have Assigned column in this column it should update ABC this is how i have completed this.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!