Hello,
Does anybody know why I cannot retrieve the “resources” field when working on a workflow rule for a task ?
I want to automatically assignt tasks when specific criteria are met but i’m not able to find the “resources” field in the formula sections.
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Hello Amaury,
The ability to use the “Resources” field within workflow rules for tasks may depend on your specific configuration and access settings. In some cases, fields may not appear or be available for use if they aren’t enabled for your profile or object level.
We recommend reaching out to our Customer Care team at support@planview.com or log your case here for assistance. They’ll be able to review your setup and confirm whether any configuration updates are needed to make the “Resources” field available for use in your workflow rules.
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