IF Statements to JOIN or Concatenate cell values from 1 sheet into another
Needing some help to figure out the best way of setting up some automation....
I have a worksheet "Automated Assistant - Calling Mode". I have a bunch of workflows created to select certain items (tasks) in a multi select column "Next Action" column... See screen shot "Calling Mode sheet to show results."
So right now, this "Next Action" column has results based on workflows only... this column isn't manually edited and I want to keep it that way. Changes to this column must be automatic and based on criteria I set within the sheet.
The problem with setting it up with workflows, is I cannot remove single items (tasks) in "Next Action" column based on criteria being met.... I can only clear the entire cell or change the cell by entering new selections.
IF Statements are newish to me and I haven't used them in creating long complex rules so I haven't tried that yet.
As a possible solution I tried creating another database worksheet "Next Action List" (see attachment) which contains all of the "Next Actions," each on a separate row with a checkbox for each item. Then I can use Zapier to create the filters and criteria I need to apply true values in the checkbox column for the items I want. Then I can JOIN or Concatenate values from the "Next Action List" worksheet over to the "Calling Mode" worksheet.
But I believe there is a better way to do this all in Smartsheets, but not sure how? Any ideas?
I am ok with changing the column type from multi select to a text column, if that helps.