Contact List For Approval Workflow

BristolCVN

Hi all, this might be a simple question, however I'm a little stumped.

When creating a workflow and choosing "Send to specific people", where is Smartsheet pulling the options for a name to choose? In my screenshot, it is showing individuals with their name & email address and some with just email address? We have a column for "Requestor Email Address" in our form and that has everyone's name & email address so I'm not sure where Smartsheet is pulling just the email address. I'm new to my company so I am cleaning up all of our sheets and I'd like to have one consistent list of people for contacts. Thanks!

Dale Murphy

@BristolCVN SmartSheet says:

At the risk of not answering your question, wouldn't it be better if your workflow directed the update to contacts in a cell rather than specific people?

If you need an update from the requestor, you could have the update request go to the person whose email is in that column.

dm

BristolCVN

Thanks Dale!