-
Contact Groups and Contact Lists
I have a situation where I need to frequently add approximately 45 people to a contact list. They are often the same 45 people, but there are occasional variances. I know there is a way for the Smartsheet admin to add contact groups, but is there any way a regular licensed user can do this? Our organization has 5,000…
-
Getting a Contact from a form input
I'm implementing a Sheet to receive input for Time Off Requests. For the submission form, the users will enter their name, the names of their approvers (supervisors), and their department's timekeepers. For these 4 employee columns, I have created them as Contact Lists. I have created an approval workflow and also reports…
-
Including CONTACTS in the Excel import
I have a list of records that I need users to review and update, but they only need to see the records assigned to their user account. But as soon as I import the file into Smartsheet, the column of usernames (contacts) is listed as text, not as CONTACTS (Smartsheet users). How can I fix this? I want to use the usernames…
-
Error Editing "Assigned to" (as Contact List) in Calendar App
Is anyone having similar issue with updating contact list in the Calendar App directly? I always get an error message "Unable to update event". Any suggestion to work around this issue?
-
Automation Workflow Sequencing for E-mail Notifications
Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an input form that will automatically assign requests to a user and I also want to send an Alert to that Assigned To user. When…
-
How can I add a Phone Number to My Contacts?
How can I add a Phone Number to My Contacts? I want to add phone numbers to My Contacts in addition to the name and email.
-
How to convert an email in a text column into a contact in Contact List type of column
I have activated the automated system column 'Created by' that saves the email address of the user who created the record. I need to use this column to filter who can see the record in a Dynamic View, and ideally I would expect to see something like in the image bellow, but because this column is not a Contact List type of…
-
Have Contact Field Always Display Smartsheet Contact Name
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…
-
Create Smartsheet Contacts based on Form Response
Hello All, I want to create a form for external use. Depending on the responses on the form I want to send additional forms to the submitter. If I collect the submitters first, last, and email via the form, is there a way to them complete a Contacts Field automatically? Thanks, Alex
-
Datamesh Immediate Timing/Contact Email Address
Hi, Any suggestions to increase speed of "Immediate" in Datamesh? Today, immediate seems to be at least 4 minutes. What can I do to speed this up? Datamesh source and target are the same sheet. (Pick 1st Match, Copy Data Over, Update Immediate) Data is being entered through Dynamic View. Datamesh is copying a contact field…