If I have data that is pulled in from another file and in one column it is showing this - Project department (John Smith)
How do I grab the (John Smith) part and let it populate into the column next to it?
Adding to that once I have the names do these names need to be added to the base in order for them to view their assigned things in an interface?
Many thanks
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Hey @ohoward,
Would you mind sharing a screenshot of your current setup?
Does this look right? I’ve set it up here for you to check out
The idea is to use a formula field to extract the name from the text, with the assumption that the name is always within the parenthesis:
TRIM(REGEX_EXTRACT({Name}, "\\((\^)]+)\\)"))
We then use an automation to paste the value from that formula field in to the Assignee field:
Adam’s answer above does get the trick done, but I believe that you are asking about linked fields? If so, you would want to have 2 different tables. One for Projects, and one for Assignee.
Assignee would list all team members as individual records. Projects would link back to assignee.
I might be wrong on what you are looking for!
If by “added to the base” you mean sharing the base with them as collaborators, that will depend what you want to achieve and whether you go with Adam’s solution above or mine. Just in case, do remember that you can also share public views of your Projects table, and you can set automations to send notifications via email, slack, or other, regardless of those members being a collaborator.
Thank you for your response. I can’t share any screen shots but I have done an example here:
For the next column all I want is the name from Team/manager column. I am hoping I can run a formula to populate in the next column: John Smith
Once I have the names down I can turn that column to User and it finds them, then when they go into the interface they can view their own teams data and not all.
I hope that makes sense.
Appreciate your help
Yeap, try creating a formula field with this and see whether that works for you: