Trying to figure out how to leverage a name to autofill assigned to in children tasks.

I have a sheet where people are picking up open assignments. This is being linked to the master sheet with the Parent and children tasks. I am trying to figure out how the "pick up assignment" can auto fill in the "assigned To" child tasks once the Pick up assignment has been filled out?

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Answers

  • Brian_Richardson
    Brian_Richardson Overachievers Alumni
    edited 09/13/24

    Unless I'm missing something, you can just do =[Pick Up Assignment]@row in the Assigned To column and make that a column formula.

    If you want Sally Sue as the default assignment then it's =if([Pick Up Assignment]@row<>"", [Pick Up Assignment]@row, "sally.sue@yourcompany.com"

    Note that in the formula above, you have to return the full email "sally.sue@yourcompany.com", not a name like "Sally Sue", for Smartsheet to recognize the contact.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

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