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Autofill contact details
Hello all, I'm trying to create a formula to "Autofill" contact (Name, phone number & Email), What is the smartest, fastest way to create a formula for over 500 contacts? Thank you
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Contact list across users at Admin level
Hi! I'm looking to load a list of individuals that would show up in a drop down list as a collaborator. These individuals would not be smartsheet users, but we would want them to be able to receive automations and alerts. Everything I find is for "users". Can you upload a contact list (with individuals that are not users)…
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Populate/Select a Contact (from a list) depending on the value selected in another cell
I have a problem I can't quite solve and I'm not sure if it's just not possible: I have a 'Responsible' column that is a list of Contacts. I have another column called 'Site' that is a drop down list. Depending on what 'Site' is selected I'd like the corresponding 'Responsible' to be populated. Example: If Site 'NYC' is…
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How to convert multiple TEXT names or emails into multiple contacts using Bridge
There currently isn't a way to use a formula to bring together and output multiple contacts into one cell, the values will appear as Text values. (SS Enhancement request submitted). However, I was told there is a way to use Bridge to convert the combined multiple contacts from TEXT to contacts. Please show me the solution.…
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Workflow Update to Email Generated PDF
Hello team, I would like to build a sheet with automation to update and generate my PDF. After it generates from the form, the generated PDF should automatically be sent to the email contact drop down listed on the form. When the user inserts an email & pushes submit that form/pdf emails out to the email listed by user. As…
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Multiple approvals process
I'm creating tracking for a change process through various departments. What I need after project submission into Smartsheet is: Team 1 - intake, review, notes and approval (either approved - no comments, approved with comments, or hold - with comments) Teams 2-15 - same as above No one team's approval is subject to any…
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Automation for When Contact Not Associated Properly
I have a sheet in which data is pasted (or imported) from another source. One column (Requester) has been set up using the Contact list column type, as we have automations based on the status in another column changing or a row comment. The team entering the data pastes the data, then manually changes the Requester field…
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Global contact list
Our company has many logins to use smartsheet, but we want to have the same contact list when adding names to a contact field on smartsheet. For example, when I add a contact to a contact field on a sheet, I can select from a list of contacts that only I have added (see image). If another staff member goes to that sheet,…
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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ISCONTACT function
Looking for the ability to create a nested if statement that evaluates certain criteria, however, because some of the criteria is a contact, there isn't currently a way to define a contact in Smartsheet apart from text. It would be great if we had a function that evaluates a cell as a contact.
