Formulas in the automation workflows
I track both client addresses and project addresses in my sheet. I have a helper column that tracks whether the two are the same. I input all new project through a form, so I can't put an IF/Blank formula directly in the project address cell because if I enter in a project address, the next line breaks the formula.
I'm trying to find a way to automatically copy the client address into the project address column if I confirm they are the same in my helper column. However, the workflow automation doesn't let me use a formula. Below is a screenshot of what I'm trying to do, but it just copies the formula as text.
Answers
-
You will need an additional column to house the formula.
First Column = [Client Address]
Second Column = [Project Address]
Third Column = [Same?]
Fourth Column = [Address]
The column formula to apply to the sheet in the fourth column would be
=IF([Same?]@row = "Same as Client Address", [Client Address]@row, [Project Address]@row)
-
I wouldn't want to add a fourth column, I want it pasted into the "project address" column.
-
In that case, you will need to do it manually or with the API, premium add-on Bridge, or some other 3rd party app.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 65.9K Get Help
- 429 Global Discussions
- 146 Industry Talk
- 486 Announcements
- 5.2K Ideas & Feature Requests
- 86 Brandfolder
- 151 Just for fun
- 74 Community Job Board
- 498 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 305 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!