Contact Automation - Resource Manager
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-
Answers
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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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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@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.
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