Easiest way to "If...Then" when creating a new Resource Management project using Bridge
I'm working on my very first workflow to create a new project in Resource Management each time a new row is added to the master Smartsheet project sheet. So far, the mapping is pretty easy. However, I have a couple of fields where my end user has said, "If the cell in Smartsheet has "X", put a "Y" in a related Resource Management project field. Otherwise, put a "Z" in the Resource Management field".
What's the easiest way to solve for this? I don't want to use a Conditional Junction as it seems like then I would need to duplicate my RM: Create Project integration with nearly identical settings (other than my condition). Ideally, I'd like to have one RM: Create Project integration and be able to conditionally populate the one field that could vary based on the value of the cell coming from Smartsheet.
Best Answer
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Hey @ryanparmenter
If possible, build a helper column in smartsheet and run the IF/then from there. Then map that helper column instead of the original column in your Bridge/RM integration. The community could help you with the IF/THEN formula, if you need assistance.
Would that work for you?
Kelly
Answers
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Hey @ryanparmenter
If possible, build a helper column in smartsheet and run the IF/then from there. Then map that helper column instead of the original column in your Bridge/RM integration. The community could help you with the IF/THEN formula, if you need assistance.
Would that work for you?
Kelly
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That should work, Kelly. I'll talk with my end user tomorrow about adding the placeholder column in the source sheet.
Thanks!!
