Using Contact List Column after Form is Complete
So I have been through the forum and know that currently the contact list is not available in forms unless you add a drop down list of names for someone to select. This isn't possible for me because the maintenance of this would be crazy.
What I wanted to know was, after the form is complete and someone enters their name in [NameColumn], is there a way to have a separate name column, set up as a contact list column, where I can just use the =[NameColumn] formula and the name in the new contact list column would produce a contact list name, not just the exact same text name. My goal is to avoid having to update the [NameColumn] every time someone fills out form just to get the contact list of their name so I can assign a workflow to them.
Hopefully this all makes sense. Thanks!
Answers
-
You could do that, but the Contact List column would still need a list of email addresses to associate with the names, otherwise you'll just have a Name with the "Add Contact Info" option when you hover over their name in the column.
Does that make sense?
-
@David Tutwiler The Contact List column already has it populated with emails and names so was hoping to utilize that, but when I do =[NameColumn] it just produces a text name not a contact name.
-
Is the Contact List column of the column property Contact List or is it Text/Number? The one that has the formula in it that says =[NameColumn]
-
@David Tutwiler it is a Contact List. But it looks like it just stays a text name it doesn't convert to a Contact
-
That's odd. I'm not getting the same behavior on mine. Might be worth reaching out to Smartsheet support.
-
@David Tutwiler will do. Thanks for your help!
-
No problem. Sorry I couldn't help get to the final result.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.5K Get Help
- 402 Global Discussions
- 213 Industry Talk
- 450 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 135 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives