How can I make other categories fill after a name from a dropdown has been selected.
I have a form for users to use that looks like this:
I would like to make it so that when a user pulls their name from the the drop down menu "full name" their email address and phone number are automatically populated. I was thinking I could do this with vlookup from another smartsheet, but I am having problems getting it to work. The other smartsheet would be called Employee List and has the colums User, Number, ext, cell phone, email. Although I only want to reference 2 of those colums for now.
Comments
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You can't get it to auto-populate the form as it is being filled out, but you can use VLOOKUP or INDEX match within the sheet itself to pull after submission.
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@Paul Newcome So if I wanted to take the Number and email out of the form I could keep those categories on the sheet and have it fill from the drop down name? If so do you think you could help me write the formula that would do so?
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To use a formula, you would need to use something such as...
=INDEX({Reference Sheet Number Column}, MATCH([Full Name]@row, {Other Sheet Name Column}, 0)
and
=INDEX({Reference Sheet Email Column}, MATCH([Full Name]@row, {Other Sheet Name Column}, 0)
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