Nested IFs
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jmbitonio
5 - Atom
‎01-28-2024
12:49 AM
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Hello! I am a newbie learner of Alteryx. I am currently creating a workflow that will identify the replacement of members. Here's the hierarchy of replacement.
1. Manager
2. CRM
3. FS
So, if the associate for replacement is the Manager (John), my workflow should show CRM. If John is also the CRM, it should select FS instead. Here's the sample to make it clear.
I've tried creating IF formulas but I am unable to produce my desired output. Appreciate your help, All! Thanks, thanks!
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1 REPLY 1
cjaneczko
13 - Pulsar
‎01-31-2024
05:59 AM
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I think you need to join the two tables first and bring in the Manager, CRM and FS fields into Table 1. Then use the following formula in a formula tool. After the formula tool you can add a select tool to remove the Manager/CRM/FS fields from the flow.
IF [ROLENAME] = 'Manager' THEN [FS]
ELSEIF [ROLENAME] = 'CRM' THEN [Manager]
ELSE 'no available replacement'
ENDIF
