Use IF Statement with Contact field

SherryFox

I have a workflow being sent to a user. Now this user may decide to delegate the task to someone else (by forwarding the workflow). Can I add an If statement to my workflow to see if the name in the Certified By is the same name as the TDL Project Manager? If they are the same, I want the workflow to be sent to ONLY the TDL Program Manager. But if the Certified By is a different name, I want the workflow to be sent to both fields. The current workflow is the 2nd screenshot.

Paul Newcome

You would use an IF/HAS combo.

=IF(NOT(HAS([Multi-Select]@row, [Name Column]@row)), 1)

Paul Newcome

You would use a helper column with the IF in it and then create a condition based on the helper column.

SherryFox

@Paul Newcome ,

I am okay with adding the helper column, but not sure how to create the logic. Basically it should look at the Certified By field, and search the TDL Project Manager field to determine if that name is there (this field may have multiple names). If the name IS there already the helper column should be blank. If however the name in Certified By is NOT in the TDL Project Manager, then the field should flag in some way. I can then may a new condition/path on my workflow. But I am unsure about the best way to do this helper.

Paul Newcome

You would use an IF/HAS combo.

=IF(NOT(HAS([Multi-Select]@row, [Name Column]@row)), 1)

SherryFox

@Paul Newcome ,

I never knew about the HAS formula. I revised the formula you provided to the following:

=IF(Parent@row = FALSE, IF(NOT(HAS([TDL Project Manager]@row, [Certified By]@row)), "FALSE"), "-")

As you can see with the screenshot below (which I have highlighted)

Yellow - Parent Row - No match, so "-" appears

Red - Certified By is NOT listed in the TDL Project Manager so FALSE appears

Purple - The Certified By name appears in the TDL Project Manager field so a Blank cell appears (is there anyway to change that blank cell to make it "TRUE" instead?)

Paul Newcome

You would add it into the formula as the "value if false" portion of the second IF.

=IF(…………………………………."FALSE", "TRUE"), "-")

SherryFox

@Paul Newcome ,

Just a little more help please. Your …………………….. kind of messed me up. When I tried to add what you listed I got Incorrect Argument. Could you correct the formula please?

=IF(IF(Parent@row = false, IF(NOT(HAS([TDL Project Manager]@row, [Certified By]@row)), "FALSE"), "FALSE", "TRUE"), "-")

Paul Newcome

This is how your formula ends:

)), "FALSE"), "-")

It should end (only add what is in bold):

)), "FALSE", "TRUE"), "-")

SherryFox

@Paul Newcome ,

I still cannot get it. I just don't know what's wrong.