Adding a group in contacts column

User251
User251 ✭✭✭✭✭

Hi, I have created several groups and would like to add a group instead of a list of contacts in a contacts column. Is it possible to do that in Smartsheet?

Best Answer

  • Paul McGuinness
    Paul McGuinness Overachievers
    Answer ✓

    Hi @User251

    Unfortunately no, but I got round this by creating a master sheet that holds all my groups as a pre populated list of contacts in a cell. I then pull these group of contacts in a cell into any sheet I want using a simple index match formula.

    It gives me additional flexibility as I can manage the groups of contacts across a single sheet, I can then use formulas based on criteria to pull different contact groups to that row and manage who receives notifications or access via dynamic view.

    Just means when you update a group, you also need to update the respective group cell on the master sheet.

    i.e. I use this with webform submissions that can allow me to send notifications to people based on the location submitting the webform or by category selected within the webform or both if you need.

    Hope that helps

    Thanks

    Paul McGuinness

Answers

  • Paul McGuinness
    Paul McGuinness Overachievers
    Answer ✓

    Hi @User251

    Unfortunately no, but I got round this by creating a master sheet that holds all my groups as a pre populated list of contacts in a cell. I then pull these group of contacts in a cell into any sheet I want using a simple index match formula.

    It gives me additional flexibility as I can manage the groups of contacts across a single sheet, I can then use formulas based on criteria to pull different contact groups to that row and manage who receives notifications or access via dynamic view.

    Just means when you update a group, you also need to update the respective group cell on the master sheet.

    i.e. I use this with webform submissions that can allow me to send notifications to people based on the location submitting the webform or by category selected within the webform or both if you need.

    Hope that helps

    Thanks

    Paul McGuinness

  • Tiffany Castro
    Tiffany Castro ✭✭✭✭

    @Paul McGuinness Hey! What a cool idea, do you have a screenshot you can share of this groups master sheet? I am trying to visualize what you mean as well as create my own.