Contact Automation - Resource Manager

Jim Schaffhausen
Jim Schaffhausen ✭✭✭✭
edited 03/04/24 in Formulas and Functions

Hello Community-

I am trying to automate contacts into tasks based upon role using a metadata column for a timing plan vs. having to fill out each contact across 50+ milestones....

The problem is we use Smartsheet resource manager and the contact column does not allow formulas to grab the contact from the metadata column based on role.... I looked at automation options and this will not help either.

Note: Lead column is a contact column attached to Smartsheet Resource manager... Metadata column is contact column but can have other values...

Any ideas? Thanks-


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