Assigning One Person to Another Person

I have AR Specialists that are assigned to Property Managers. Each time I enter a new property and select the Property Manager from the drop down list, I want the AR Specialist column to automatically populate.

If the Property Manager in column 1/row 1 = XX or XX or XX, then the AR Specialist = XX

If the Property Manager in column 1/row 2 = XX or XX or XX, then the AR Specialist = XX

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Accepted answers

Andrée Starå

@Holly Artillio

Happy to help!

It would look something like this on the same sheet.

=VLOOKUP([Selected Property Manager]@row; [Property Manager]:[AR Specialist]; 2; 0)

Depending on your country/region, you'll need to exchange the comma to a period.

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All comments

Andrée Starå

Hi @Holly Artillio

How many Property Managers and AR Specialists could there be?

I'd probably recommend creating a table to reference on the same, or a separate sheet.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Holly Artillio

There are 7 AR Specialists and 30 Property Managers. I could create a reference table on another sheet, but I do not know how to write the IF statement.

thank you!

Andrée Starå

@Holly Artillio

Happy to help!

It would look something like this on the same sheet.

=VLOOKUP([Selected Property Manager]@row; [Property Manager]:[AR Specialist]; 2; 0)

Depending on your country/region, you'll need to exchange the comma to a period.

Did that work/help?

Holly Artillio

Yes, very helpful. thank you!

Andrée Starå

@Holly Artillio

Excellent!

You're more than welcome!

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