We have a 'DB Setup' task that has a placeholder resource assigned until the project is ready for setup assignment, at which time a DBA is assigned.
For management reporting purposes, I would like to capture the resource on that task and copy the Name to a custom field (text) any time the task's resource changes (or any time the task changes if that's easier.
How would I go about this in a workflow rule, given that everything I've read (including error messages) indicates that Resources is not a task field but a relational link to another table?
Please sign in to leave a comment.
Not sure if that's what you're looking for, but when you create a workflow you can choose to "set variable" (as the action to take). From there, you can see all resource fields (first name, etc.)
Have you tried this?
Thanks Guy,I took a shot at that at some point (plagiarized from an old community post) and it was returning an error when the WFR triggered... something implying that it was trying to find the Task Type value as user.
I'll take another stab at that and see if I can find the missing link but if anyone has a magic bullet "this is how you grab the Resource name when it changes on a task", I'd love to hear it.