-
How to convert multiple TEXT names or emails into multiple contacts using Bridge
There currently isn't a way to use a formula to bring together and output multiple contacts into one cell, the values will appear as Text values. (SS Enhancement request submitted). However, I was told there is a way to use Bridge to convert the combined multiple contacts from TEXT to contacts. Please show me the solution.…
-
Workflow Update to Email Generated PDF
Hello team, I would like to build a sheet with automation to update and generate my PDF. After it generates from the form, the generated PDF should automatically be sent to the email contact drop down listed on the form. When the user inserts an email & pushes submit that form/pdf emails out to the email listed by user. As…
-
Multiple approvals process
I'm creating tracking for a change process through various departments. What I need after project submission into Smartsheet is: Team 1 - intake, review, notes and approval (either approved - no comments, approved with comments, or hold - with comments) Teams 2-15 - same as above No one team's approval is subject to any…
-
Automation for When Contact Not Associated Properly
I have a sheet in which data is pasted (or imported) from another source. One column (Requester) has been set up using the Contact list column type, as we have automations based on the status in another column changing or a row comment. The team entering the data pastes the data, then manually changes the Requester field…
-
Global contact list
Our company has many logins to use smartsheet, but we want to have the same contact list when adding names to a contact field on smartsheet. For example, when I add a contact to a contact field on a sheet, I can select from a list of contacts that only I have added (see image). If another staff member goes to that sheet,…
-
Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
-
ISCONTACT function
Looking for the ability to create a nested if statement that evaluates certain criteria, however, because some of the criteria is a contact, there isn't currently a way to define a contact in Smartsheet apart from text. It would be great if we had a function that evaluates a cell as a contact.
-
Can I create a contact group of non-Smartsheet users for a distro list?
Hi, I'm looking to set up a contact group for an event sign-up sheet, but the audience is mostly non-Smartsheet account/license holders. I'm working on bulk uploading the list as a .csv file and developing the group now, but I'm wondering if everyone on the list will require a license to be able to access it and enter…
-
Assigning Contact Based on data in another sheet
Here's the rough scenario. I have 500 students who are divided up among 20+ teachers. When I choose a student in one column, I want to auto-assign their teacher in another column. I do this in Google Sheets with a formula, but wasn't sure how to go about it here. Let me know if you need more clarification. Thoughts? Gillian
-
How can a contact field by aggregated to show a count?
I have a list of projects and each project has an individual as a contact. An individual could be listed for multiple projects. I'd like to chart to reflect how many projects each individual is responsible for. The trouble I'm encountering is that the report doesn't allow me to summarize on the contact list field and the…
