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Use Contact List (formatted column) as data source to lookup info
I have spent several hours searching for an answer to what I think should be something simple to do. I have a sheet with information related to a contact, (address, supervisor, ph numbers etc). All I want to do is reference the name in the Contact List (formatted column) to pull up other information related to that person.…
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Only Unique Contacts Formula
I want to create a column formula that pulls all the contents of multiple contact cells @row and only print the contacts that are unique. I don't want to print the same contact in there twice if here happens to be duplicates. Additionally, this needs to be a "contacts only" field so we can reference this for alert…
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Alert/Notification when line item hasn't been added
I am building a sheet in which 6 managers provide updates in the form of line items. Each week our Director reviews this sheet for the latest updates. I am looking to create a notification system that would go out to each manager that doesn't provide at least one update (add one line or modify an existing line) in the last…
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Cross-Referencing Assigned To Error
I am building out a roll-up sheet and have everything working nicely, with the exception of a single formula. The part of this sheet I'm having trouble with is in the image below. What I am trying to do is have this sheet look at the person named in the column "Primary", then check a couple other sheets to see how many…
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Automations when selecting from contact dropdown
I created an automation to move rows to a specific person when they are selected from a contact drop down. I have more of these to building, with different automations such as copy a row when they are selected from an other drop down. I also need to add a notification when each of these process have run. I attached what I…
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Automation workflow assigning people in a Contact List column - list doesn't match
Hi! Did something change related to contact list columns and assigning contacts in automations? I have used automation workflows before with the "Assign People" action and the "Assign people in [contact list column name] and as far as I can remember, it used to give me a list of the contacts entered into that column (in…
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Batch Add 100+ Preferred Contacts to a Contact Dropdown
Hi there, I'm attempting to add 100+ free users into a dropdown contact column. I imported the users into my Smartsheet Contacts but my goal is to have that same list present on the specific sheet contact column to avoid audit results being sent to the wrong individual. Is there a better way than adding one at a time?…
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Contact List column updated from Microsoft Dynamics
I am populating a contact list column using the Microsoft Dynamics connector. Even though the contacts are created in the Smartsheet, populating it with the exact name using the connector does not create it as a contact and inserts the name as text. This means that you cannot use this contact list column in any workflows…
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Comment Conversations Inconsistent Contact Dropdowns
Hello! I've experienced this issue for some time, but it's becoming more of an issue with the number of comments we need to add to a particular sheet. When adding Comments/Conversations, I am able to @ tag a user using their email, but also sometimes their name. While I can always use their email, I can often not search by…
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How to display the Assignee(Contact) of Successors?
I would like to display the Assignee(Contact field) of Successors. I currently use a Successor formula to successfully reveal which task rows are dependant. How can I also reveal who the next assignee of that task should be?
