New Automation Action to record User in Contact List Column

Rohith Muddaraboina

It would be incredibly useful to have the ability to automatically record a user in a Contact List column when a specific trigger occurs—just like how we can currently automate date recording. This feature would greatly enhance approval workflows by minimizing manual input, making the process more efficient and reducing the risk of errors.

Genevieve P.

Hi @Rohith Muddaraboina

One of the Actions you can add in an automated workflow is to Assign people. This allows you to assign a Contact to a Contact column based on your criteria - does that solve for your request?

Here's more information: https://help.smartsheet.com/articles/2482227-assign-people-in-an-automated-workflow

Cheers,
Genevieve