How do I copy a contact field from the PARENT row to the CHILD rows to be a contact field?

Lisa Bryant

I am trying to create and apply a filter that will show current user view when the user is listed in the Hiring Manager column. I created a cheat column ([CHEAT - HM]as a contact type) and used every formula I can think of to bring that info down to the child level, and reside in the [CHEAT - HM] column. It works, but it is not a true contact and wont show those CHILD rows when I apply the filter. Any suggestions?

Lisa Bryant

Ryan, it was almost that simple. The cheat column was a contact column, BUT the other column allowed multiple contacts. As soon as I changed the cheat column to allow the same, my whole world changed! Thanks for your help.

Ryan Sides

Hi @Lisa Bryant Can you double check that your Cheat column is in fact a contact column? Mine's working as expected...

Another thing I would suggest is taking a look at your filter. Currently your filter says to show rows that match both conditions; when really it should be showing EITHER condition, right?

Lisa Bryant

Ryan, it was almost that simple. The cheat column was a contact column, BUT the other column allowed multiple contacts. As soon as I changed the cheat column to allow the same, my whole world changed! Thanks for your help.

Ryan Sides

Ah yes! That'll do it. Glad you got it figured out!