How to Assign People from another Contact Column

kss5229

I want to assign people in a column to be the same as the contacts assigned in a previous column, unless the user overwrites the new assignment. I.e. if the Stage = "Step 2", the Step 2 Owner will be the same as the Step 1 Owner - unless overwitten to be something else.

So far I've found that the "Assign People" automation workflow allows me to assign the "Step 2 Owner" Column, but doesn't let me pull the value from the "Step 1 Owner" column.

I can use a formula to auto-populate the Step 2 Owner, but the formula doesn't allow me to manually populate a contact into that column anymore.

Formula to populate Step 2 Owner:
=IF(Stage@row = "Step 2", [Step 1 Owner]@row, "")

Screenshot of my current sheet using hte above formula:

Michelle Choate 2

So you can create a column level formula, then convert it back to a cell level formula. Then the formula will still exist, but it can be overwritten.

kss5229

Interesting, when I try that it works for the first new value, but if I overwrite that new entry, and then create a new line item/row, the formula doesn't work/auto populate into that row.

Dan Curl

Potentially you could add some "Overwrite" Columns but then have a final "Approver Columns" based on any overwrites

COLUMNS

Step 1 Approver: Manual Entry

Step 2 Overwrite: Manual Entry

Step 3 Overwrite: Manual Entry

Step 2 Approver: =IF([Step 2 Overwrite]@row = "", [Step 1 Approver]@row,[Step 2 Overwrite]@row)

Step 3 Approver: =IF([Step 3 Overwrite]@row = "", [Step 2 Approver]@row,[Step 3 Overwrite]@row)

Can repeat for as many steps as you need.