Contact List Update Automation
I have a selection dropdown for a Contact List in a form. Is there a way to automatically update that dropdown contact list rather than manually adding and removing people as they leave or join my organization?
I want to try to update contact lists and contact list dropdowns in forms across all my smartsheet templates. At first I thought I could use cell linking, but that only works if I want to update a column or row of contacts. I cant find how to link to a contact list form element so I dont have to manually update (remove/add) contacts across all my forms.
Answers
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Hi Christopher,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could use the premium add-on, Data Uploader, or develop something with the Smartsheet API.
Is that an option?
More info:
What I sometime do in my client solutions is to set up an Admin add/remove process for each list and a step by step guide of where updates are needed for each list.
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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.
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