Populating Contact Column - Multiple rows with single cell entry
Hello Folks,
I have a new employee onboarding Smartsheet template I created with 100's of rows / tasks for various departments to complete and I need to set reminders up for different dates (10 days prior to starting work, the day prior to starting work, day one of work, first week of work, onboarding follow-up and 90 days after) to go to different departments or the hiring manager.
My directive is the Hiring Manager (can be one of six individuals) shall do minimal data entry to get reminders to send on the appropriate date. I have it down to entering the new employee name, start date and end date and have built formulas into the Start Date column to send the reminders on the correct date to generic department email address which are static and do not change. These work fine and are good to go...
My issue is the hiring manger can be 1 of 6 possible managers and their tasks need to be sent to their personal email address. There are 60+ tasks scattered through-out the Smartsheet for the hiring manger. I need to be able to populate the rows with the appropriate hiring mangers email address (contact column) without their having to go to each row. As it can be 1 of 6 email addresses and contact columns do not allow formulas, I am having a heck of a time trying to come up with a solution so the hiring manger can enter their name into a single cell and have their email address populate the 60+ rows / tasks so the reminders can be sent when the date hits.
Any suggestions on how to handle something like this?
Thanks,
Terry
Comments
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You hit the nail on the head when you say that contact columns do not allow formulas. The way we've had to handle this is to manually enter the users' name in every row that they need responses to. Because we have a template section on each sheet of tasks, we set up a default contact name of Assignee with no email address... and then with conditinal formatting make that cell turn bright yellow. It brings attention to the cell and helps us not to miss them. However, we still have to do the work manually. I recommend submitting a Product Enhancement request.
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Thanks Mike. I will submit a Product Enhancement request.
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Hi Terry,
You can use formulas in contact columns now!
https://community.smartsheet.com/announcement/announcing-formula-support-contact-columns
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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