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Resource Assignment based on a Vlookup?
I am creating templates for repeatable "projects." I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role. Then in each row, a Vlookup would be used to automatically fill in the "Assigned To" contact name from the…
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Can you do if this then that for auto entry from drop down list
I want a column to chnge its value from a drop down list when a criteria is met. What I am after is a column that is titled "ready for invoice" and is a check box. I have another column named "currently assigned to"that shows the seperate departments on an account and it reflects which department is resposible for the…
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Auto Assign w/in Marketing Request Tracker
I am trying to figure out how to write a formula to auto assign a task when it meets different criteria. For example, my column is "Type of Request". If it is Creative, then I want to assign Kristi from my contact list. If it is Product, I want to assign John. I have 7 different choices within the Type of Request column…
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IF Formula referencing one column to fill in another
Hi - I've been reading through the community posts and trying a variety of answers, but nothing I've tried seems to be working so I thought I'd post and ask for help. :) I am trying to establish a column that has an answer based on another cell. My columns: Dept Automation Lead So what I'm trying to create: IF Dept =…
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Pulling Email Address from Another Sheet but as a Contact
In Sheet 1, a user enters a course code (e.g., BUS 123) in one column. Smartsheet searches for that code in Sheet 2, finds the corresponding program leader's name and e-mail address, then puts them in two cells in Sheet 1. Now Sheet 1 shows the course code in Column 2, the program leader's name is Column 3, and the email…
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Auto-filling columns in Smartsheet
I have created a form which captures computer name, name, and email address of the person on the smarsheet in addition to the other data they are submitting. Is there a way I could use the formula to auto-fill name and email address for repeat users referencing the machine name either on the form or on smartsheet?
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Formulas in Contact Columns
Please please please make it possible to use formulas in contact columns! :)
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Automation: Request an update but my contacts are not in a contact column
I'm working on a sheet that has a formula that is running an INDEX/MATCH to populate the Carrier Contacts based of the trucking company's Unique SCAC code. The fomula is working great now and I have the cells populated with the email contacts for the carriers. I am now trying to write an automation "Request an Update" but…
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Formulas: Use of IF and JOIN
I am not the most savy when it comes to complex formulas. I am trying to figure out if I can combine an IF Text with a JOIN. I am trying to join only certain items when TEXT is found in the first cell for a naming convention sheet. Is this possible?
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Formula Assistance (SUMIFS, COUNTIFS of CHILDREN)
I'm having difficulty with a few formulas wherein I'm attempting to SUM and COUNT only the CHILD rows so as to not duplicate amounts or counts (ie. need to exclude the Parent Row). The formula below works when the BOLD text is not inserted. The issue is that the potential exists where the sum and/or count will include the…