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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 = Global, then Automation Lead = Global
IF Dept = Anything else, then Automation Lead = Taylor Freeman
The Dept column is formatted as a drop down list; the Automation lead column is formatted as a Contact column if that matters.
Would really appreciate any help.
Thanks!
Comments
-
卡ra Lumley Employee
Hi Jeannie,
Contact lists will not accept formulas - try changing Automation to a dropdown list.
Best,
卡ra
-
That seems to work - thank you!
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Mike Wilday ✭✭✭✭✭✭
Do note that you won't be able to build notification emails to be sent off a dropdown list. So as long as your intentions are not to use email functionality, you'll be good.
-
With Smartsheet's new conditional notifications you can setup a notification for a value in a drop down column to email notifications. For instance you can setup a notification for when a row is updated where Automation Lead is Global email[email protected]once a day.
Love the new notifications!
Thanks,
Brandy
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Mike Wilday ✭✭✭✭✭✭
@Brandy, yes that is true. You can email specific individuals, but if you were hoping to email someone based on the dropdown formula, you wouldn't be able to do that easily. You would have to set up notification rules for each person in the dropdown. you couldn't use the dropdown column as your recipient of the notification.
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Very True. Good point, Mike.
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Andrée Starå ✭✭✭✭✭✭
Hi everyone,
Formulas in contact columns. It's released now!
https://community.smartsheet.com/announcement/announcing-formula-support-contact-columns
有一个很好的一天!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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They can be added if they use a different domain.<\/p>
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If they are licensed on another account, they would need to either be first removed from that account (can cause some logistical headaches) or added as an unlicensed user on your account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":543,"urlcode":"licensed-users","name":"licensed users"}]},{"discussionID":108786,"type":"question","name":"Can't Save Field Logic Updates in Dynamic View","excerpt":"Hi all, I've seen a few similar posts regarding this, but they were from a few years back so not sure if anything has changed. I want to add Field Logic to a field in our form. It asks the user to select a Category and to deter using Issues\/Miscellaneous, I have added a dropdown column in the sheet for the user to confirm…","snippet":"Hi all, I've seen a few similar posts regarding this, but they were from a few years back so not sure if anything has changed. I want to add Field Logic to a field in our form. It…","categoryID":322,"dateInserted":"2023-08-10T14:14:23+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T16:42:12+00:00","insertUserID":158227,"insertUser":{"userID":158227,"name":"BristolCVN","url":"https:\/\/community.smartsheet.com\/profile\/BristolCVN","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-10T15:49:46+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-10T19:35:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":19,"score":null,"hot":3383364395,"url":"https:\/\/community.smartsheet.com\/discussion\/108786\/cant-save-field-logic-updates-in-dynamic-view","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108786\/cant-save-field-logic-updates-in-dynamic-view","format":"Rich","tagIDs":[443],"lastPost":{"discussionID":108786,"commentID":390063,"name":"Re: Can't Save Field Logic Updates in Dynamic View","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390063#Comment_390063","dateInserted":"2023-08-10T16:42:12+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-10T19:35:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/8C0H47JEM9MT\/fieldlogic.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"fieldlogic.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T15:49:43+00:00","dateAnswered":"2023-08-10T14:51:23+00:00","acceptedAnswers":[{"commentID":390035,"body":"
I hope you're well and safe!<\/p>
You must add\/change the Rule #1 name.<\/p>
Be safe, and have a fantastic week!<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>