Auto assign based on value in Field
I would like to auto assign and update the Assigned To field based on a value in another field. I've tried something like this;
IF([Contract Type]=NDA, John Doe)
So if Contract Type equals NDA, then put John Doe in the Assigned To field otherwise keep blank. Can someone assist?
Comments
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=IF([Contract Type]="NDA", index(Contacts:Contacts,match("John Doe",Contacts:Contacts,0))
you need to have an available list of contacts in a contact list column, then use index match in order to grab the correct one. Otherwise it will not associate the email with the name. You can have this list on another sheet, or in a helper column, but it needs to be made available. Then you can use the formula above to return the correct value.
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