Auto-populating a Contact Field

Allison Mandelkow1
Allison Mandelkow1 ✭
in Smartsheet Basics

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?

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Best Answer

  • Soumitra Bhowmick
    Soumitra Bhowmick ✭✭✭✭
    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

    image.png


    Main Sheet

    image.png
    image.png

    Source Sheet

    image.png

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Answers

  • Soumitra Bhowmick
    Soumitra Bhowmick ✭✭✭✭
    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

    image.png


    Main Sheet

    image.png
    image.png

    Source Sheet

    image.png

    · Share on FacebookShare on Twitter

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