How to automatically populate Assigned To across multiple lines

Question

Hi all,

I a very new to Smartsheet (4 weeks) and this community so my apologies if my question doesn't match the rules.

I have built a PMO template and profile which I will integrate with control centre to automatically generate a new project triggered by  HubSpot.

The template has a set of activities across multiple internal teams which will be-populated by default with placeholders being fed from Resource Management, to then be updated to the relevant team member once we formally kick-off a project.

Through a helper column in the template, I have flagged which rows should be done by the same individual (eg row 4, row 6, row 12, row 15).

What I am trying to achieve: what mechanism (formula, workflow) can I use so when we assign a person (replacing a placeholder or filling-in a blank) to row 4, the other rows that have a match on the helper column (row 6, row 12, row 15) automatically populate with the same person?

Thanks in advance to anyone who can assist.

AussieNewbie · Answer

Thank you for this. Unfortunately it seems Smartsheet doesn't allow formulas in the Assigned To column so I'm completely limited in what I can do.

Are you aware of a work around?

AussieNewbie · Answer

Hi,

Thank you for your reply. I have tried this but unfortunately it seems the Assigned To column doesn't accept formulas. I read somewhere it was related to the fact that I am using Resource Management but I've tried with another sheet without RM and I have the same issue.

Is it possible Smartsheet restricts the use of formulas in this column type?

Here is a screenshot of a sheet I am working with, where I want to automatically populate some activities with the name selected in a prior activity.

Paul Newcome · Answer

My suggestion would be to indicate the role in your project plan then use a separate sheet as a reference table that has the role in one column and the assigned in another which you can then pull over with an INDEX/MATCH.