How to: From a specific number to allocate a contact?

Diana D

We have assigned numbers for each department. And I want to make a formula or automation that if there are some specific numbers they will be assigned to a specific team member/contact - as to remove the need to do this manually or to ask them to do this.

New to Smartsheet.

Thank you

Khasim

Hi @Diana D , The question is unclear. Could you please elaborate on the question?

If the contact and department number are available in the sheet, then we can use automation to alert specific users if the department number changes to a specific number.

Is my understanding correct?

Andrée Starå

Hi @Diana D

I hope you're well and safe!

You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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