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
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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?
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@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.
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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]
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@David Tutwiler it is a Contact List. But it looks like it just stays a text name it doesn't convert to a Contact
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That's odd. I'm not getting the same behavior on mine. Might be worth reaching out to Smartsheet support.
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@David Tutwiler will do. Thanks for your help!
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No problem. Sorry I couldn't help get to the final result.
