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

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    Answer ✓

    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?