IF formula based on other cells

Melanie Sanders

Hi, I am trying to create a few different formulas based on the liaison change request being yes. I would like to #1 capture the current liaison's name in the previous liaison column #2 move the new liaison name to the current liaison column. Is this possible? I am sure I might need a helper column or two but unsure how to go about this.

Thanks for the help!

Paul Newcome

You are going to need to leverage the API, the premium add-on Bridge, or some other similar third party app.

Gina Minard-Rivera

Hey Melanie!

I have a question and then I hope I can help.

Where does the previous liaison data reside now? Is there a different column not shown? I assume in your example that the output would not be Anthony nor Melanie.

Melanie Sanders

@Gina Minard-Rivera Hi Gina, The previous liaison would be the current liaison if there is a change and someone is entered into the new liaison column.

Gina Minard-Rivera

Thanks @Melanie Sanders - try this within the Previous Liaison column:

=IF([Liaison Change Request]@row = "YES", [Current Liaison]@row, "")

Melanie Sanders

@Gina Minard-Rivera That is part one, thank you! How will I move the new liaison to the current liaison column without changing the previous liaison?

Paul Newcome

You are going to need to leverage the API, the premium add-on Bridge, or some other similar third party app.

Melanie Sanders

@Gina Minard-Rivera You are awesome!

I have added another column to the mix. If there is a new liaison in the NEW LIAISON NAME & EMAIL column, then I would like that depicted in the CURRENT LIASON NOW column but if the NEW LIAISON NAME & EMAIL column is blank, then I would like the CURRENT LIASON NOW column to be what is in the CURRENT LIAISON column. Can you help with this formula as well?

Gina Minard-Rivera

Hey @Melanie Sanders thanks for the changes! I was struggling with the second part and came to the same conclusion as Paul, though I didn't know the options that he shared.

Put this formula in the Current Liaison Now column:
=IF([Liaison Change Request]@row = "Yes", [New Liaison Name & Email]@row, "")

If Change Request = NO

If Change Request = YES

Melanie Sanders

Hi @Gina Minard-Rivera Thank you. What if the New Liaison Name & Email column is blank then it is CURRENT LIAISON and when it is not blank it is NEW LIAISON NAME & EMAIL.

I would think that could be possible??

Gina Minard-Rivera

It sure is - try this =IF([New Liaison Name & Email]@row = "", "", [New Liaison Name & Email]@row)

Melanie Sanders

@Gina Minard-Rivera That pulled in the new liaison as needed but unfortunately left the column blank when there was nothing in the new liaison column. Is it possible to also have current liaison?