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Using "Created by" as "Assigned to" for Resource Management

Julian Bergmann
Julian Bergmann ✭✭
in Archived 2017 Posts

I'm using a web form to collect vacation request, etc. and added a System-generated column to automatically add the Created by. The form is only available to registered Smartsheet users.

Now I want to see these absences in the Resource View and to do so I need an Assigned to column. Is it possible to somehow connect the two columns? I assume if I ask the users to fill the Assigned to column with their name manually, it wouldn't work either, correct?

Or is there another way to get information collected by a web form into the resource view without manual processing of each row of data?

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  • Corinne Flanagan
    Corinne Flanagan Employee
    edited 09/12/18

    Hello,

    Currently, there isn't a way to link the "Created By" and "Assigned To" columns or use a system column in Resource Management. You could include "Assigned To" on the form, which would populate the row so there would be no need to manually edit the sheet data.

    Check out this article on Resource View from our Help Center: https://help.smartsheet.com/articles/1346971-resource-views

    When you have a moment, please submit a product enhancement request to let our Product team know that you'd like the ability to automatically populate the “Assigned To” column on a sheet. The product enhancement request form is located in the Quick Links section to the right of this discussion.

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