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Batch Add 100+ Preferred Contacts to a Contact Dropdown
Hi there, I'm attempting to add 100+ free users into a dropdown contact column. I imported the users into my Smartsheet Contacts but my goal is to have that same list present on the specific sheet contact column to avoid audit results being sent to the wrong individual. Is there a better way than adding one at a time?…
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Contact List column updated from Microsoft Dynamics
I am populating a contact list column using the Microsoft Dynamics connector. Even though the contacts are created in the Smartsheet, populating it with the exact name using the connector does not create it as a contact and inserts the name as text. This means that you cannot use this contact list column in any workflows…
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Comment Conversations Inconsistent Contact Dropdowns
Hello! I've experienced this issue for some time, but it's becoming more of an issue with the number of comments we need to add to a particular sheet. When adding Comments/Conversations, I am able to @ tag a user using their email, but also sometimes their name. While I can always use their email, I can often not search by…
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How to display the Assignee(Contact) of Successors?
I would like to display the Assignee(Contact field) of Successors. I currently use a Successor formula to successfully reveal which task rows are dependant. How can I also reveal who the next assignee of that task should be?
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Can you setup an automation that pulls from an "email address" column that's not a contact column?
While I was at Engage 2023, I attended the Advanced Automations session where it looked like I'd be able to setup an automation that would pull from an "email address" column to send out automated emails. The example used in the session was having the Smartsheet automation setup to send an email to a customer (who was not…
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Merged: Contact List Column Should include Group option
This discussion has been merged.
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Limit Automated Alert to Contacts ONLY listed in the updated row
I have different contacts listed for each row in my Smartsheet. Is it possible to only send an automation alert to the contacts listed in the triggered row that has been changed/updated? Or will I need to ensure that a condition is added to the automation rule to restrict the alert to only certain contacts?
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Set Users from User Management list as dynamic Contact List
Seeking the ability to set the Users from User Management to be an available option to be the population for a Contact List in a dynamic fashion. In this, if a user is added to User Management, they are also added to a Contact List. Other competitive offerings like Atlassian/JIRA allow for this. Now, from a Grid view, you…
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Contract Management
Greetings all: I am trying to use SmartSheets to manage third-party vendor contracts, but don't know where to start. Is anyone doing this and if so, would you be willing to give me some tips?
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Adding contact group to drop down menu
Is there a way to add a contact group to the dropdown list in a contact list column?