Index-Match cross-sheet reference for a Contact List column

GwenM · 04/25/24

Hello everyone - thank you for your help. I am having some challenges with an Index/Match formula that populates a Contact List type column from a cross-sheet reference. It is finding the data & pulling it back, but it is not formatting the column as a "contact" - it looks like plain text (no contact "circle")
This is my formula in my (Main Sheet):=INDEX({Vendor Master - Approver}, MATCH([Vendor Name]@row, {Vendor Master - Vendor Name}, 0), 1)
MAIN SHEET

Vendor Name	Approver
Vendor A	=INDEX({Vendor Master - Approver}, MATCH([Vendor Name]@row, {Vendor Master - Vendor Name}, 0), 1)
Vendor B	Harry King
Vendor C	Claire Long

This is data in the other sheet (Vendor Master) I am INDEX / MATCHING on. When Vendor Name in VENDOR MASTER SHEET. Of course I am leaving out other columns on both sheets to keep it super simple.

Vendor Name	Approver
Vendor A
Vendor B
Vendor C

Does anyone have any feedback on what I need to do to have the MAIN SHEET have the data formatted as a Contact like this?

MAIN SHEET

Vendor Name	Approver
Vendor A
Vendor B
Vendor C

GwenM · 04/25/24

I figured it out. Since I was modifying a sheet I already had created to "automate" the population instead of it being a manual pick from list, I had to update the column settings for the Approver on the Main Sheet.

It was set to Restrict to list values only. When I unchecked that setting, it seemed to work fine. I think the test "approver" I was working with on the Vendor Master Sheet was not in the list on the original sheet's restricted list!!!

jmyzk_cloudsmart_jp · 04/25/24

Hi @GwenM

Have you set the Man Sheet's Approver column to a Contact List?

Mine works with the same formula.

https://app.smartsheet.com/dashboards/fW5vQRvGvxv6fJ8wv6j2JxX8fCwP8w7gW7pwRr81

GwenM · 04/25/24

I figured it out. Since I was modifying a sheet I already had created to "automate" the population instead of it being a manual pick from list, I had to update the column settings for the Approver on the Main Sheet.

It was set to Restrict to list values only. When I unchecked that setting, it seemed to work fine. I think the test "approver" I was working with on the Vendor Master Sheet was not in the list on the original sheet's restricted list!!!