Generate Documents and Contact cells
Hi
I have a fillable PDF and have mapped my fields. I have 4 columns that are Contact List properties. When I map those fields and test to make sure it is coming out correctly, it is showing the email address and not the contact name. What am I missing or doing wrong? Below is a screen shot
Best Answer
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You will need to create some helper text/number columns and use a basic cell reference to pull the name over.
=[Contact Column Name]@row
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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You will need to create some helper text/number columns and use a basic cell reference to pull the name over.
=[Contact Column Name]@row
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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@Paul Newcome - thanks for the help. I was hoping that wasn't the case. It worked.
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Happy to help. 👍️
If you are worried about clutter, you can hide the columns after getting everything set up. They don't have to be visible on the sheet for the mapping to be able to grab the data.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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