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Auto Assign Tasks

edited 12/09/19 in Archived 2017 Posts
04/28/17 Edited 12/09/19

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

 

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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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