Contact Lists

Hey!

Currently I have multiple sheets with a contact list. For some of these contact lists, I need all current employees in the business to be on the list.

However, given the current set-up I can't find a way to automate this. We have to navigate into each sheet, add and remove employees manually.

Is there a way to create master contact lists or automate the above process?

Thanks in advance

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Andrée Starå

Hi @alangham

I hope you're well and safe!

This is probably a perfect use case for the Premium App, Data Shuttle.

https://help.smartsheet.com/articles/2482755-dynamic-dropdowns-data-shuttle

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

alangham

Hi Andrée,

Thanks for sending over, I'm not sure this really achieves what we need, as it's still a manual process to upload data.

Essentially we have many sheets in the business, which have "All Employees" as a contact list column. If someone leaves, or we need to add additional people. We have to go into one of many sheets, to update the list.

So the above, seems we'd still need to carry out manual processes multiple times.

Thanks,

Adam

Andrée Starå

@alangham

Happy to help!

You can have a master sheet that gets updated, and then as long as you've connected the affected columns in Data Shuttle, it would update all of them.

Make sense?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

alangham

Got it, thank you!

Andrée Starå

@alangham

Excellent!

You're more than welcome!

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