Have Contact Field Always Display Smartsheet Contact Name

Robert Mann

Due to form limitations, there are contacts that come into a Sheet displaying the email address in a contact column. The values are correctly aligned with existing Smartsheet contacts (i.e. if you hover over the email address, you see the full Smartsheet profile of the individual). What is the most efficient say to have these fields display the contact name instead of the email address and still remain connected to the Smartsheet contact profile?

Genevieve P.

Hi @Robert Mann

Do you always have the same number of contacts that you want your Form users to choose from?

If so, I would suggest setting these contacts as Values in the Column Properties. This will make sure the correct format (Contact Name with Email) appears in the Form dropdown menu to select. See Edit Dropdown column properties

Cheers!

Genevieve

Robert Mann

Hi @Genevieve P. Yes, I did consider this approach, but the contact list is long and not entirely static - thus the need to capture email address to have the contact profile correctly matched in the sheet, and convert the field to the standard contact column name display.

Genevieve P.

Hi @Robert Mann

Thanks for clarifying! If the users are entering in email addresses, this will end up being the display value in the sheet, as you've found. The cells will still be able to be used in automated workflows and other contact scenarios, they will just display the email address instead of the name.

Robert Mann

Thank you - this was my first community question and I appreciate the quick response.