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IF Formulas and multiple contact list
I am creating a workflow for a group of people and I want to assign roles when a specific cell (i.e. Doc Type) has been selected. However, I use the formula: =IF([Doc Type]@row = "ABC", "Sahand", IF([Doc Type]@row = "ABCD", "Jamie")) However when the results only show my name within a text format instead of a contact. Is…
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Configuring a Metrics Widget - can it be done?
Full disclosure - I have been using the PMO template and modifying it for our needs. It was a great starter, but needed some additional tweaks to suit our purposes. I added a sheet that dynamically collects all the unique names to make it easier to dynamically display them on my dashboard: (a big thank you to @Cleversheet…
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Legacy Resource Management & Multiple Contacts
Hi Community, I am working on a project that has several sheets. The sheets have multiple tech's assigned to each project on the same row. Does Legacy Resource Management not work if the contact column is shared? I'm missing quite a number of my resources whom are all part of my account. Thank You!
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Contact Column shows as email addresses, but I need to extract the First & Last Names
Okay so the title is a bit confusing, but here's the issue: I have a sheet where I need to collect emails so I can send update requests, alerts, all that jazz. Through a form, people input their email addresses into Column 1. Then, using the function =[Column1]@row] in a Contact Column named Column 2, all of the data in…
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Accurately Count if Multiple Contacts are in a Cell
Hi, I am really struggling trying to map out certain data points, when it involves our sales reps, because we can have multiple contacts in a single cell. In this particular instance, I want to find out how many quotes a sales rep has issued this year. Problem is, multiple sales reps can quote the same job, so another…
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Contact type column across multiple sheets
I have a list of contractors that is constantly being updated, from when they are on-boarded, to when they are deactivated. I would like them to be entered as a contact type column. I have multiple sheets where I want this column to be identicle, and also want that when I update Sheet A and add a new contractor and their…
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Add "active" email addresses into Dashboard
I have a list of project team members on the Dashboard. Is there a way to show email address that will create an email when "clicked on"?
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COUNTIFS formula issue. Help Please?
Greetings! I am trying to count the number of times a contact appears in a range on a sheet when certain conditions apply. I am trying to make this a column formula instead of a row formula so I don't have to input every individual's name into a formula for what will end up being 20 columns of counting. The range to search…
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Within a SUMIFS formular, I'm trying to add on to a count if a contact appears in a multi-contact or
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Is it possible to update a contact list column based on a value in another cell?
Is it possible to update a contact list column based on a value in another cell using a formula? I am creating an assigned to contact list column with an end goal in mind of setting up a dynamic view based on setup specialist (my understanding is you can only set a user view based on a contact column). As you can see - I…
