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Drop Down List on Dashboard
Is there a way to place drop down lists on the dashboard yet? Need direction..
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Merged: Contact list column type - using Groups
This discussion has been merged.
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Edit / Removal of 'My Smartsheet Contacts"
I'm logged in as the owner / admin of my personal account and every attempt I make to delete or edit a contact fails. What is wrong?
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Using a formula to assign multiple contacts
Good morning! I am having a difficult time using a formula to assign multiple contacts. I have the checkbox selected to allow multiple contacts, but it seems as though when it comes to a formula, the cell is only seeing it as text. Example: Cell1 - megan@test.com Cell2 - jones@test.com Formula: Cell1 + Cell2 This then just…
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Solution Spotlight- New Employee/Provider Onboarding
Hello HLS Community! On Thursday July, 11th @ 10am PST our Solution Engineering team will be putting on a Solution Spotlight on how to optimize new employee/provider onboarding! You can register through this Smartsheet dashboard (no account required) There you will find the registration link, topics, resources, and…
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Additional data/fields for contact
Hello Team , The Contact feature as of now include only contact name and email I would like to suggest to add more fields for a contact . Example : Mobile and Phone , Address and photo specially for non smart sheet members This is will help us to reduce adding many columns that not needed just to add above data. might have…
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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…