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Can you setup an automation that pulls from an "email address" column that's not a contact column?
While I was at Engage 2023, I attended the Advanced Automations session where it looked like I'd be able to setup an automation that would pull from an "email address" column to send out automated emails. The example used in the session was having the Smartsheet automation setup to send an email to a customer (who was not…
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Merged: Contact List Column Should include Group option
This discussion has been merged.
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Limit Automated Alert to Contacts ONLY listed in the updated row
I have different contacts listed for each row in my Smartsheet. Is it possible to only send an automation alert to the contacts listed in the triggered row that has been changed/updated? Or will I need to ensure that a condition is added to the automation rule to restrict the alert to only certain contacts?
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Set Users from User Management list as dynamic Contact List
Seeking the ability to set the Users from User Management to be an available option to be the population for a Contact List in a dynamic fashion. In this, if a user is added to User Management, they are also added to a Contact List. Other competitive offerings like Atlassian/JIRA allow for this. Now, from a Grid view, you…
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Contract Management
Greetings all: I am trying to use SmartSheets to manage third-party vendor contracts, but don't know where to start. Is anyone doing this and if so, would you be willing to give me some tips?
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Adding contact group to drop down menu
Is there a way to add a contact group to the dropdown list in a contact list column?
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Can Card View utilize Multiple Contacts in Assigned to column?
I'd like to use the Card View Assigned To feature to provide action items to a team. Line items may have multiple responsible parties. Does this prevent sorting cards by Assigned to (i.e. only a single contact may be added per line item?)
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How to have automation populate specific contact within column based on state selected in row?
Scenario: You need alerts and approval requests to go to "contacts in a cell" based on department and state. Is there any way to accomplish this aside from creating a separate contact column for every single state which then has to also be programmed into the automations? (i.e. Request 1 affects all departments for GA, NC,…
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Multiple Contact Cell in a COUNTIFS statement to only extract one name
Hi all. I have been browsing the community for some time, but have been unable to find a solution to this issue. I have been trying to count a specific name from a multiple contact column, but calculations are not capturing the right number. I have tried two different approaches: {E2E Framework Solutions Funnel Range 21},…
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Importing Contacts
Importing contacts using even the export headers/csv template isn't working. What seems to be the issue?