How to Create a Contact List entry from Name and Email form fields

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twarner
twarner ✭✭✭✭
edited 12/12/22 in Smartsheet Basics

Is there a way to create a Contact List entry in a column based on 2 different fields?

I am trying to gather data for a sheet via a Form. Ultimately, I want to have a Contact List field for each entry, but Contact List fields in Forms only show up as text fields. Am I missing anything there, or is that how it works?

So, if I want to gather name and email info, I have 2 different fields "Name" & "Email". So, now I have two columns in the sheet with that data, but I want a 3rd field called "Contact" that is an actual Contact List type with the name and email combined. Is this possible?

Thanks,

Tony

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @twarner

    The way a Contact list appears in a form will depend on if you have set values already available in that Contact column, or if you're gathering new entries.

    If you have set values set up in your column, then the Contact Field will show as a dropdown choice for those values:

    However if you have no values associated with that column, then yes, it will show as a Text field for users to type in an email address.

    You can set Validation on that Contact field to make sure that only email addresses are typed in that cell:

    Meaning your users will need to type in a full email address or they'll receive an error:

    See: Validate Information in Forms

    Then this value will come into the sheet as a usable Contact, with the email address spelled out in the cell but the Contact circle associated with it:

    Keep in mind that if you have set values in the Column then these will come into the sheet as Contacts with a Name and Email associated, but if you don't have any values in the Column then the sheet will display only the email as the Contact:


    I hope this helps!

    Cheers,

    Genevieve

  • Monique_Odom_Comcast
    Monique_Odom_Comcast ✭✭✭✭✭✭
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    Thank you, Genevieve! I see that email validation is not present if the column is set to allow multiple contacts. If someone is submitting a form, what format should be used so that all people listed are correctly shown as Contacts on the sheet?

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    Monique Odom

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  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @Monique_Odom_Comcast

    You're correct! Form Validation is only for Text/Number fields or single-select Contact Lists.

    If you have set values in your column, then the Contact Field will show those contacts as options to choose in the Form, even if it's a multi-select column.

    This will also ensure that the values selected are Contacts.

    Cheers,

    Genevieve