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Hello, 

I am new to formulas so I was hoping someone can help me with the formula below. I am trying to create two new formula fields.

In the first new formula field, I am trying to do the following: 

  • If the 'Category' field is Finance and the 'Owner' field is Jackie, Anton, or Jalen, then have the new field return "Assigned" 
  • If the 'Category' field is Finance and the 'Owner' field is not Anton, Jackie or Jalen, then have the new field return "Not Assigned"

In the second new formula field, 

  • If the 'Asset Type' field is Marketing and 'Attachments Resource' field is empty, have the new field return Awaiting Assets
  • If the 'Asset Type' field is Marketing and 'Attachments Resource' field is not Anton, Jackie or Jalen, have the new field return Agency Owned

Appreciate the help in advance!

Are there other people who can be an owner who are not the 3 you listed?  I try to stay away from hard coding peoples name in a formula.  It doesn't scale when people change.  This would be a typical formula.


If(AND({Category}="Finance", {Owner}), "Assigned", "Not Assigned")


 

Are there other people who can be an owner who are not the 3 you listed?  I try to stay away from hard coding peoples name in a formula.  It doesn't scale when people change.  This would be a typical formula.


If(AND({Category}="Finance", {Owner}), "Assigned", "Not Assigned")


 


Hi Dan! Thank you for the help so far! Yes, there are other people other than those 3.

Hi Dan! Thank you for the help so far! Yes, there are other people other than those 3.


I would suggest your owner is a linked record to your people table.  Then have a an attribute of those people that allows them to be approved owners of the case. The formula would be the same as I put up above where owner is a lookup field from the linked owner person field.  

I've set up a base here that does what you're looking for, and you can duplicate the base to your own workspace to play with it!
First formula:

IF(
AND(
Category = "Finance",
OR(
Owner="Jackie",
Owner="Anton",
Owner="Jalen"
)
),
"Assigned",
"Not Assigned"
)

Second formula:

Second formula field

And I also put in Dan's recommendation of using a linked field:

 

   

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