How to assign a sales rep automatically based on state location?

@iverevi

Okay good that is how I figured it was set up, and makes the most sense. Yes currently Status columns are limited to 40 items so

I’ve figured it out, sort of…

It will require that you install an App from the Monday.com App Marketplace. General Caster is honestly the most useful app on the marketplace and really opens up so much in the way of bypassing formula and column type compatibility issues. Instead of performing formulas in the Formula column, General Caster does it outside of Monday and then cast the result to basic columns like text, numbers etc.
General Caster is here. Get rid of formula columns! - #11 by rob

Now for the specifics and the roadblock i’ve hit. It’s just a SWITCH formula in the General Caster which I’ve successfully created. See below example:

SWITCH({item.dropdown}, “Florida”, 10955951, “Texas”, 10752723, “”)


This formula will check for the state in the dropdown column and then produce the corresponding ID number for the rep. So in the above example, when FL is picked it should cast the ID# 10955951 which is my User ID in Monday. If TX is picked then it cast the other ID#. The issue is that it won’t cast that number to the Person column.

But If I have that number placed in a Text column and I tell General Caster to cast it to a Person Column it works!


image

But for some reason it won’t if the ID# is the result of the formula. A workaround would be for one General Caster formula to send the result to a plain Text column, and the another to send the ID# to a Person column. I tested this and got it work only once. The formulas process at the same time and the first one rarely processes fast enough for the second one to use the result.

Bringing in @rob from General Caster here to see if he can help further. Maybe it’s just a matter of formatting the result of the formula so it can properly cast it to the Person column.

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