Generate Documents - Can contact names be filled instead of contact email address?

Navin Rathnakumar

Hi there,

Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there any work around that? Any help would be much appreciated!

Cheers,

Nav

Neil Watson

I created a helper column that references the contact column, formatted as text. This brings across the name which you can then use in the form.

Neil Watson

I created a helper column that references the contact column, formatted as text. This brings across the name which you can then use in the form.

Jose da Silva

Solves the problem, but doesn't really fix it. Would be great if the developers could look into this.

Navin Rathnakumar

@Neil Watson Thanks Neil for the answer. I think its the only option at the moment. Cheers.

Navin Rathnakumar

@Jose da Silva Yes, hopefully they could solve this soon.

Daniel Vitter

@Neil Watson Can you share the formula you used to bring only the name across to the helper column by chance? Or anybody else?

Neil Watson

@Daniel Vitter see below, in this case the person is already a contact in Smartheet.

If the contact is in the format name.surname@email.com then this article shows how to extract the names: https://community.smartsheet.com/discussion/91251/i-am-trying-to-extract-data-in-an-email-address