Is there a way to auto populate a cell with the contact value above it?

James Preston

I have a sheet with parent lines (deals) and each deal has an owner (contact field). Now under each parent we then have regional child (indented) lines (APAC, EMEA etc).

Is there any way that once a child line is created then in the owner (contact) column can then auto-populate with the same value as the parent line.

Reason for the request is everybody will have the sheet filtered on thier own deals, and if they add a child line and without adding their name again in each subsequent 'Owner' cell then they do not see their child lines (as its blank and so no name to filter against)

Just trying to find a way to make the sheet as quick/simple as possible for the team use. Unfortunately we do not have 'Bridge' licenses.

Thanks

Paul Newcome

Insert a helper contact column and use something along the lines of

=IF(COUNT(CHILDREN([Primary Column Name]@row)) = 0, PARENT(), [Original Contact Column]@row)

James Preston

Thanks Paul, it kind of worked, I did keep getting 'Circular Reference' errors and a few other but on other lines it seemed to work, however when I applied the formula to the column rather than the line it would lock the cells down so I was unable to select the contact name form the contact list? Any thoughts?

Many thanks

Paul Newcome

The above would go in a separate column. You would make your parent row selection in the original column.