Contact Automation - Resource Manager

Jim Schaffhausen

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-

Andrée Starå

Hi @Jim Schaffhausen

I hope you're well and safe!

It's untested, but it might work using cell-linking instead.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Jim Schaffhausen

@Andrée Starå Hi Andree - Cell linking does not work for the "lead" column since this is tied to Resource Manager. The lead column will not allow any formulas such as cell linking.