How to pull contact name from another sheet, when the contact type matches?

Lori Drum

Hi. I have a sheet that is a list of contacts. It has these columns populated with data:

Contact Name Role

My primary project sheet is a list of tasks and includes a column for Role Assigned To and Assigned To Name. The user will enter Role Assigned To on this primary sheet. I want to use a formula in Assigned To Name to go pull the Contact Name from the contact sheet *when the value in Role on the contact sheet matches the value in Role Assigned To in the primary project sheet*.

I've tried using =VLOOKUP([Role Assigned To]@row, {Key Contacts Role Second Try}, 1, false) but that just returns the role, not the name. I need to pull the name from that contacts sheet. Should I be using IF? Or do I just have the VLOOKUP syntax wrong?

Lori Drum

Well, I answered my own question. I did have to use VLOOKUP, but I had the syntax wrong. This is what worked: =VLOOKUP([Role Assigned To]@row, {Key Contacts Range}, 2, false) . Not complicated, but I just wasn't seeing it on a Sunday afternoon.

Andrée Starå

Hi @Lori Drum

I hope you're well and safe!

Glad you got it working!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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