Is there a way to use a formula to tell my contact cell to populate based on another field?

Melissa Logan

So, I have my team member names populating in the sheet with just their initials - but I want to be able to tell the sheet that if those initials are in the "team" field, then add this matching contact to the "Assigned to" field. Is there a way to do this? I can drag the names down, but just was hoping for an automation

John Jonassen

If my assumption is correct on what you are trying to do, you may have a bit of a challenge with this ask if there is more than one member on a Team. However, if there is additional hierarchy associated to each team's role and each task has a role, etc etc, you can build a Source Sheet that houses this, then VLOOKUP in your Assigned to column, using the Team, Role, and/or Task to narrow down to the one person that this could be assigned to.

Its Friday before a holiday weekend (in the States)...so, I hope that made sense.

John Jonassen

If my assumption is correct on what you are trying to do, you may have a bit of a challenge with this ask if there is more than one member on a Team. However, if there is additional hierarchy associated to each team's role and each task has a role, etc etc, you can build a Source Sheet that houses this, then VLOOKUP in your Assigned to column, using the Team, Role, and/or Task to narrow down to the one person that this could be assigned to.

Its Friday before a holiday weekend (in the States)...so, I hope that made sense.

Melissa Logan

A source sheet is exactly what I needed, thanks!!