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Using a formula =CONTACT wont populate actual contact info subtasks

K. Delie
K. Delie ✭
edited 12/09/19 in Archived 2016 Posts

Help! At the top of my projects, I am including the resources involved.  I'd like for subtasks to be auto-populated when I fill in a resource.  Example: in my resources section, I set the HL7 Engineer to Joe Downing.  I have it set so all HL7 tasks then populate with Joe Downing.  

PROBLEM: Joe Downing's contact info doesn't follow.  Therefore, when we request row updates, check resource allocation, it views Joe as a new user. Help! 

 

 

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  • JamesR
    JamesR ✭✭✭✭✭✭

    Hi,

    The contact type field holds to pieces of info.  The Text Label (Name) and the Email address.  Formulae will only work with the text element not the e-mail element.

     

    Filter on all HL7 tasks, enter the resource in the first one and then autofill to the remainder.

    Remove filter.

     

    Thats the best I can offer at the moment.

     

    James

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