Welcome to the Smartsheet Forum Archives

The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

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! 




  • JamesR
    JamesR ✭✭✭✭✭✭


    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.



This discussion has been closed.