Auto-populating a Contact Field
Hello,
We have created a form in which we found you cannot add a contact field to a front-facing form. We have created a drop-down list field option in it's place but then on the back-end are trying to figure out how we can auto populate a contact field column from the drop-down list field. For instance: Whatever is filled out in the "Primary Business Partner" drop-down column from using the form, we want to auto populate as a Contact Field in the "Primary BP" column on the back end. Is this possible?
Best Answer
-
Create a reference sheet and keep a list of both the name (as text) and email (as Contact List). Then in the main sheet, pull the email IDs using Vlookup. Make sure the email column in main sheet (Primary BP in this case) and source sheet have similar settings for this options
Main SheetSource Sheet
Answers
-
Create a reference sheet and keep a list of both the name (as text) and email (as Contact List). Then in the main sheet, pull the email IDs using Vlookup. Make sure the email column in main sheet (Primary BP in this case) and source sheet have similar settings for this options
Main SheetSource Sheet
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.2K Get Help
- 419 Global Discussions
- 221 Industry Talk
- 461 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 142 Just for fun
- 58 Community Job Board
- 462 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 300 Events
- 39 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!