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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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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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How to Use Contact List to Share a Sheet
Hello, I have a sheet with a contact list populated. I want to be able to share the sheet with the people in the contact list. When I copy the values of the contact list, and paste into the Share window, the contacts do not translate appropriately. Is this expected?
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Split contacts to multiple columns.
In my sheet, I have multiple contacts in one cell. I would like to AUTOMATICALLY spread these contacts across multiple columns in the same row, so that each column has one single contact. The reason I want this is to send approval requests to each contact. (Currently, I can only send approval requests to all the approvers…
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How to Display Contact Names in Dynamic View Export
I created a dynamic view that includes a Contact List column. When anyone exports the dynamic view, the contacts from the Contact List column appear as email addresses, not names. Is there any way to export the contact names, not the email addresses?
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Notification trigger based on email, NOT display name spelling
This could probably have a better title. Here is the issue. We have an API that updates rows to sync with our accounting system. One of the fields is a contact field. It pulls an email from the accounting database. So if Bob Builder the contact, it will put in bbuilder@email.com. Even if Bob is in our enterprise contact…