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Auto Assign Tasks
I am trying to create a workflow that will change an "assigned to" cell dependent on a number of cell that will be checked, for example:
If the product needs to be delivered to the customer then the "product sent" checkbox is blank triggering a " Assigned to Sales Person" if the checkbox is checked then the "assigned to" cell moves to "Project Manager".
I can use a formula to complete this with a single task but not with multiple.
=IF([Sample Request Submitted]1 = 0, "Sales Person", "Creative Services")
OR
IF([Samples Delivered to Sales/PM]1 = 0, "Creative Services", "Sales Person")
But I can't seem to combine them. Thanks.
=IF([Sample Request Submitted]1 = 0, "Sales Person", "Creative Services"), IF([Samples Delivered to Sales/PM]1 = 0, "Creative Services", "Sales Person")
- Eric
Comments
-
Give this formula a try:
=IF(AND([Sample Request Submitted]1 = 1, [Samples Delivered to Sales/PM]1 = 1), "Project Manager", IF([Sample Request Submitted]1 = 0, "Sales Person", "Creative Services"))
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