Vedachalam Mahadevan
05/14/2025, 3:50 AMCeligo AI
05/14/2025, 3:50 AMAI generated answer (using internal Slack threads):To get the employee email from Project Resource or Resource Allocation record in a saved search, you need to make sure that the employee is marked as a project resource in the employee record. This can be found on the HR Tab of the employee record where there should be a "project resource" or "is resource" checkbox. Once you have confirmed that the employee is marked as a project resource, you can then proceed to create a saved search. In the saved search, you can pull the resource’s name from the join fields or the field id:
{projectresource.entityid}
.
However, if you are trying to get the employee's email, you might need to create a custom entity field for the email and use its field ID in the saved search. For example, if the field ID of your custom entity is {custentityemp_email_source}
, you can use this in your saved search to get the employee's email.
Please note that getting to join fields with formulas might be needed depending on your specific requirements.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
05/14/2025, 3:50 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831283152
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830523849
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825237274
Celigo AI
05/14/2025, 3:50 AM