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Formula Help!

  • March 18, 2024
  • 4 replies
  • 17 views
C
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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!

4 replies

Dan_Montoya
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  • Dan_MontoyaEmployee
  • Employee
  • March 19, 2024

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")

 

C
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  • coco-chen
  • Author
  • New Participant
  • March 19, 2024

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.

Dan_Montoya
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  • Dan_MontoyaEmployee
  • Employee
  • March 19, 2024

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.  

TheTimeSavingCo
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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:

 

   

Adam, Airtable Consultant - thetimesaving.company
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