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‎Mar 18, 2024 01:46 PM
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!

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‎Mar 18, 2024 06:19 PM
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")
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‎Mar 18, 2024 06:23 PM
Hi Dan! Thank you for the help so far! Yes, there are other people other than those 3.
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‎Mar 18, 2024 06:57 PM
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.
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‎Mar 18, 2024 08:03 PM
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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