How do you make a name input on a form become a contact that is already a contact in Smartsheet?
I posted this on an old thread, but thought it might be easier to find as a new entry.
I am trying to have a contact show up in cells based on input on a form.
- User fills out form with account manager name. For example, Rachel Alexander.
- Rachel is in my contacts. However, when the data from the form populates the sheet it stays as text vs. turning it into a contact, complete with email.
- This is a problem because I have automation set up to trigger when the information is added. Since it's not reading as a real contact there is no email for the automation to use.
- I've tried the VLookUp but it doesn't seem to turn a text name into a contact. It only finds the email on the other sheet, which means that I will have to have an extra column. Is that the only way to do it?
- At this point I can't figure out how to make the name from a form become a contact that is already a contact in Smartsheet.
Thank you for your help!!
Best Answer
-
Hi,
Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
You'll have to use an email address instead or a list of contacts in a contact column.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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.
Answers
-
Hi,
Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
You'll have to use an email address instead or a list of contacts in a contact column.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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.
-
Thank you. Bummer on that. I guess I will just use the VLookup and add a column. Appreciate you answering so quickly! Have a good week, yourself.
-Kathrine
-
You're more than welcome!
Happy to help!
Yes, VLOOKUP or INDEX/MATCH works perfectly for this.
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.
-
Is this still the case and there is no way to convert a form contact into a sheet contact?
Thanks,
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.8K Get Help
- 376 Global Discussions
- 207 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 284 Events
- 33 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!