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Merged: Choose Display for Contact field
This discussion has been merged.
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Merged: Extra Fields For Contact List
This discussion has been merged.
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How to trigger a Data Table Lookup on a multi-select contact field
Hi folks, would anyone have ideas on how to execute the following process, please? I am building the workflow for an internal award nomination + evaluation process for a company of 850+ people. I have the workflow worked out for people nominated for individual awards, but I am struggling with the best way to adjust this…
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Parent/Child/Ancestor Relationship to Referral Source, Client & Team Member
I am trying to make a relationship between the referral sources who have many referral agents in different counties who refer us clients which are handled by our team members. We track the clients compliance documents in smartsheets. The team member has a set of compliance information we track as welll. They are associated…
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Export My Smartsheet Contacts
When I select this option, nothing seems to happen and there is no .csv file in my downloads folder. Any suggestions?
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Backspace Functionality on Contact Object
Personally, I am infallible and have no need to remove a single character that I have ever written. However, I am assuming the rest of your users may misspell a name on occasion, or perhaps misplace a '.' in an email address on occasion. For those unfortunate individuals that fall victim to their own imperfection, the…
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Request to Filter Deactivated Users from Contact List Columns
Currently when a column is setup to follow the "Contact List" functionality, the list of users it offers as selections includes users that have been marked as deactivated. Could Smartsheets instead exclude these users from the listing to ensure Project Managers don't accidentally assign task rows to users who are no longer…
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How do I add a contact without an email address?
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Populating Multi_contact_List column through Alteryx
I have an Alteryx designer reading in tasks from multiple smartsheet schedules that have a responsibles column with multiple contacts. I want to rewrite those contacts into the one schedule I am writing to, but when the contact is read in, it is converted to TEXT_NUMBER and Alteryx won't let me write to the Multi Contact…
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Populate a contacts drop down list when adding a new user to a group.
We have a sheet with a contact list drop down. What we would like to do is have the user's first and last name with their email address added to this drop down list when the account is created and added to the Everyone group. Has anyone else looked at this option?
