Announcing Formula Support for Contact Columns

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Comments

  • Chris Kaliveas
    Chris Kaliveas ✭✭✭✭✭

    @Genevieve P

    Gooday,

    I have a question pertaining to this thread and was hoping to find out more regarding this new awesome feature.

    Using a vlookup or index/match to auto fill a contact column, are you able to set the formula to not update the contact once another condition is met?

    Business Case: Sales Transaction occurs through webform. When row is added to sheet, Assigned To column is auto-populated via lookup and Sale Status column is set to "In Progress". Sale Transaction is completed and then Sale Status is set to "Complete". The contact in the Assigned To column no longer works with the company and the contact for sales is updated from the former contact to the new contact in the source sheet of the vlookup function.

    Expected Results: Rows with a status of "Complete" will not have the Assigned To values updated with the new contact.

    Note: The contact source will be current state and not maintain historical assigned contacts. In other words, just one row for each contact, not two (old vs new).


    Kind Regards,

    Chris

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Chris Kaliveas

    I hope you're well and safe!

    This might help!

    Please have a look at my post below with a method I developed.

    More info: 

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • How do i have the resulting destination cell with formula show the First Last name as a contact and not the email as a contact? Currently i can only get the contact to populate as a contact as [email protected] instead of Bill Gates. I understand the email is what connects it as a contact again, and thats fine, but final appearance it should be user name.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Matt Stewart

    This may depend on where you are bringing in the contact information from. Are you referencing a System Generated column (such as Created By or Modified By) in your formula? If so, these columns can only display the email address and the contact will appear as the email in your result, as well.

  • thanks that resolved it!