Is there a way to make a Company Wide Directory that can be used on other sheets?
What i am trying to get from this is: When you submit a form for an "Employee" it fills in their "Supervisor"/"Manager"/Department" so that the correct people get notified.
Best Answer
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So when you make a form, you can have conditions based on specific entries. Make all the names in the employee column a part of a dropdown or contact list. Do the same for the Supervisor and Manager column. Go into your form and select the Employee field. Once there, you will see field and logic on the right hand side. Just click logic and set it to populate the manager and supervisor fields based on which employee is selected. Make the manager and supervisor fields hidden and then save your form. Now your form will populate the correct manager and supervisor based on the selected employee.
Jonathan Sanders, CSM
"Change is always scary because it is unknown, but facing the unknown is what makes us stronger."
Answers
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So when you make a form, you can have conditions based on specific entries. Make all the names in the employee column a part of a dropdown or contact list. Do the same for the Supervisor and Manager column. Go into your form and select the Employee field. Once there, you will see field and logic on the right hand side. Just click logic and set it to populate the manager and supervisor fields based on which employee is selected. Make the manager and supervisor fields hidden and then save your form. Now your form will populate the correct manager and supervisor based on the selected employee.
Jonathan Sanders, CSM
"Change is always scary because it is unknown, but facing the unknown is what makes us stronger."
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Is that possible if the form is not attached to this sheet? - what would be the best way to have other sheets/forms speak to this (as if its a master sheet) so i will only have to change this one form
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So you can add them to your My Smartsheet Contacts and you should be able to then use them on any sheet when you make a contact list column. The part of having the manager and supervisor match up to the correct employee is a sheet specific thing and would have to be done for each sheet you need it on.
You can find the My Smartsheet Contact List by clicking on your account button at the bottom of the left hand tool bar.
Jonathan Sanders, CSM
"Change is always scary because it is unknown, but facing the unknown is what makes us stronger."
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