-
Solution for copying a Contact List column to another Contact List Column
Hello, I am trying to figure out a way to copy a contact from one column over to another column (both columns are Contact List) in the same sheet whenever someone selects "Yes" for a seperate column asking if the Reporter is the same as the Risk Response Owner. If someone selects yes, I would like for the person identified…
-
Corresponding with External contacts
Is there a way to correspond to an external contact in Smartsheets through the comments without sharing the sheet? We'd like to keep communications in Smartsheets, but we don't want to always share the sheet with a contact. Is this possible, or do we always have to share the entire sheet with whoever we @ in the comments?
-
How would I parse out a contact field with multiple contacts
We have multiple projects, each with their own project plan sheet. On each sheet we have the usual project plan columns, Start Date, End Date, Duration etc. We also have an Assignee (resource) column that is a multiple contact type. This works well on the project plan. However ... We have the same resource on multiple…
-
How to get all drop down values to pop up in one cell?
If I wanted Interns and IT to pop up in the highlighted area automatically, what formula/feature could I use? If there is a way to do that, is there any way I could have the attendee name pop up only if they checked off 100% Confirmed in the column on the right?
-
Address Capture
Hi There, As part of some of my Smartsheet applications I need to capture address details. Currently I'm using multiple fields but it would be great if 'Address' was a predefined option. To cater for International use it could have Name. Address lines 1-3, state/province/Zip/Postcode/ country As part of the configuration…
-
How to assign task to multiple contacts and track for each contacts completion
Hi, I'm building a sheet of tasks where some tasks will be assigned to multiple contacts and each assignee/contact will need to acknowledge that they've reviewed/completed the task. Multiple Contacts is enabled on the "assigned to" column and the preference is to have only one column to track assignees. Looking for help on…
-
Contact List Field in the New Logical Forms
I have a grid with a Contact List Column and I have imported all of my contacts from Outlook, in the grid the field will start suggesting contacts as I type. I created a form from the grid but when I launch the form and start typing in the contact field nothing is populating from my imported contact list, what am I missing?
-
How to identify if Contact -OR- Text is in a Contact column?
Hi everyone - We have starter task templates that we use when we initiate certain types of work. The templates have a Contact List column that is initially populated with ROLES (e.g. project manager, designer, tester, etc). The ROLES are then populated by the project team with the actual CONTACT names, based on the team…
-
Contact Lists
Hey! Currently I have multiple sheets with a contact list. For some of these contact lists, I need all current employees in the business to be on the list. However, given the current set-up I can't find a way to automate this. We have to navigate into each sheet, add and remove employees manually. Is there a way to create…
-
Assign Contacts to Child Rows Based on Criteria in Parent Row
We have multiple stages in our projects that are set up with a parent row and then child rows below. I would like to assign a contact to the parent row of a stage and have that contact automatically assign to all child rows below. Is there a way this can be done without add-on software?