formula use in contact column
Hello all,
Now that formulas can be used in the contact column - fantastic! - what is the syntax to reference a particular contact value? -
I am trying to set up an IF <columnA value> ="blah" then assign contact X. I have tried using various strings for the true/false cases but am getting a formula reference error.
Thanks,
Geoff
Best Answer
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@Tony Christman Here it is:
I hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Hi Geoff,
It's not released yet. But soon!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
Would you know when this will be released?
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Hi Steven,
Soon!
Coming Soon: A New Way to Assign Work
Formulas like =VLOOKUP enable your sheets to automatically return key data based on its association with a unique identifier. Today, formula output cannot be in a contact column, but we plan on supporting this very soon.
What does this mean for you? Teams that field requests in IT, marketing, and other departments will be able to automatically assign incoming requests to the correct person. This will help eliminate the manual process of assigning new work, and get the right people working on the right things more quickly.
For example, if you are a West Coast regional manager for a consulting firm, you can create a sheet for tracking customers. Using a Smartsheet form, prospective customers can fill out their name and address to request a bid.
With the forthcoming capability, you’ll be able to quickly set up a formula in the contact column then, dependent on the submission, look up the state and which regional manager is responsible. The correct person is assigned to that customer, and a notification is generated to let them know they have a new opportunity to work — all without any manual input.
One of Smartsheet’s fundamental commitments to our customers is continuous improvement. Ensuring that you can move from idea to impact — fast — is critical. Be on the lookout for performance enhancements that will improve formula speed within your sheets. We’re happy to share these changes with you, and look forward to many more to come.
Hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Geoff & Steven,
It's released now!
https://community.smartsheet.com/announcement/announcing-formula-support-contact-columns
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you for the update Andrée!
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You're welcome!
Happy to share!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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The link provided above is no longer working and I wasn't able to find anything searching through the new forums.
What is the syntax to reference someone from your contact list in a formula?
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@Tony Christman Here it is:
I hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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