How do I pull a specified group of people through to a grid?
Group management means we can set up people into groups, but how can I then pull through these people into a grid? I want to analyse workload for a specific group of people.
Alternatively, how do I pull through ALL contacts into a grid and make sure when a new contact is added it is automatically pulled into a grid?
Answers
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Unfortunately, it's not possible at the moment to use groups or pull in new contacts natively, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could maybe use the premium add-on, Data Uploader, or/and a process for adding the contacts to the sheet.
Is that an option?
More info:
All contacts can be selected in a contact list, but it sounds like you want them added to the grid on separate rows, right?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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