Pull Contact Info From Another Sheet Automatically

Contacts.PNG

This way as staff changes I only need to update the market details sheet to update all my other sheets.

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Where exactly in the tracking sheet will the contact data go, and what can we use to match on?


    Basically we are going to end up using an INDEX/MATCH which is similar to the VLOOKUP but a lot better in a number of ways.

    thinkspi.com

  • For example with the Dallas Lab column on the tracking sheet the request comes in and associates to a (1) facility and (2) department.

    Based off those two parameters go and lookup on the market sheet based and pull the appropriate POC details to auto populate at the row level all the appropriate POC: CEO, CNO, Radiology Manager, etc.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Since you are wanting to match on two separate variables, you will actually end up needing an INDEX/COLLECT along the lines of:


    =INDEX(COLLECT({Lookup Sheet Email Address Column}, {Lookup Sheet Facility Column}, @cell =[email protected], {Lookup Sheet Department Column}, @cell =[email protected]), 1)

    thinkspi.com

  • This is what I did:

    image.png

    Market Details Range 1 = I referenced the whole Market Details sheet

    Market Details Range 1 = I only referenced the column of the POC title

    Department = this is on the tracking sheet already so I changed it to [Department]

    Which part am I doing wrong that I get the UNPARSEABLE error message.


    I know this is a pain. I really do appreciate your help. If I can figure this formula out it will work wonders for many of my SS's.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    [Department] should be a cross sheet reference pointing back to the reference sheet to be able to create the match.

    thinkspi.com

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Hi @Sam Swain<\/a>,<\/p>

You should be able to use this formula to accomplish this:<\/p>

=IF(HAS([Type of Project]@row, \"Consolidation\"), \"🝢\", \"//www.santa-greenland.com/community/discussion/comment/\") + IF(HAS([Type of Project]@row, \"Reduction\"), \"︾\", \"//www.santa-greenland.com/community/discussion/comment/\") + IF(HAS([Type of Project]@row, \"New\"), \"○\", \"//www.santa-greenland.com/community/discussion/comment/\") + IF(HAS([Type of Project]@row, \"Termination\"), \"⨷\", \"//www.santa-greenland.com/community/discussion/comment/\")<\/p>

Example output:<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps - if there are any issues etc. then just post! ☺️<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106913,"type":"question","name":"SUMIF with a checkbox","excerpt":"I'm trying to sum a row of amounts (Parking Revenue Regular:Private boat parking revenue) into the column \"Total Parking Revenue\", but only if the checkbox \"Payment Voucher\" isn't checked. When I add the rows using this formula without the checkbox, it works (formula on first row only): =SUM([Parking Revenue…","categoryID":322,"dateInserted":"2023-06-26T18:20:45+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T19:03:27+00:00","insertUserID":162776,"insertUser":{"userID":162776,"name":"declark","title":"Regional Director","url":"https:\/\/community.smartsheet.com\/profile\/declark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!4cFWuLGjTPw!x-tXMZGznvw!Dlin9vWXHb9","dateLastActive":"2023-06-26T19:03:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162776,"lastUser":{"userID":162776,"name":"declark","title":"Regional Director","url":"https:\/\/community.smartsheet.com\/profile\/declark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!4cFWuLGjTPw!x-tXMZGznvw!Dlin9vWXHb9","dateLastActive":"2023-06-26T19:03:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":30,"score":null,"hot":3375611052,"url":"https:\/\/community.smartsheet.com\/discussion\/106913\/sumif-with-a-checkbox","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106913\/sumif-with-a-checkbox","format":"Rich","lastPost":{"discussionID":106913,"commentID":382400,"name":"Re: SUMIF with a checkbox","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382400#Comment_382400","dateInserted":"2023-06-26T19:03:27+00:00","insertUserID":162776,"insertUser":{"userID":162776,"name":"declark","title":"Regional Director","url":"https:\/\/community.smartsheet.com\/profile\/declark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!4cFWuLGjTPw!x-tXMZGznvw!Dlin9vWXHb9","dateLastActive":"2023-06-26T19:03:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"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\/3KE67LQDZX4M\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T19:03:34+00:00","dateAnswered":"2023-06-26T18:31:26+00:00","acceptedAnswers":[{"commentID":382384,"body":"

Try IF([payment voucher]@row=0,Sum([Parking Revenue Regular]@row:[Private boat parking revenue]@row),\"//www.santa-greenland.com/community/discussion/comment/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]},{"discussionID":106883,"type":"question","name":"Needing some help with my current smartsheet project","excerpt":"So I'm coming across some issues with my workflows and functions with my current sheet, and I'm hoping somebody could help me out because I'm stumped. There are boxes I have set up on children rows that get checked manually to confirm a certain portion of the Main Task is complete. I'm currently in search of a way I can…","categoryID":322,"dateInserted":"2023-06-26T13:40:29+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T20:13:57+00:00","insertUserID":162756,"insertUser":{"userID":162756,"name":"SarahI","title":"Sarah","url":"https:\/\/community.smartsheet.com\/profile\/SarahI","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T19:19:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-27T11:45:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":43,"score":null,"hot":3375602066,"url":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","format":"Rich","lastPost":{"discussionID":106883,"commentID":382423,"name":"Re: Needing some help with my current smartsheet project","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382423#Comment_382423","dateInserted":"2023-06-26T20:13:57+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-27T11:45:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T15:51:35+00:00","dateAnswered":"2023-06-26T15:23:39+00:00","acceptedAnswers":[{"commentID":382304,"body":"

@SarahI<\/a> Yes you can do that just use CHILDREN([COLUMN NAME])<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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