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Generate Documents - Can contact names be filled instead of contact email address?
Hi there, Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there…
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Copying Contacts into a Smartsheet Contact Column
When using the Salesforce Connector, there was an unintentional overwrite of cells in a contact column in my Smartsheet table. I have an exported file in Excel which has all the contact names (First and Last) that I could copy/paste into the Smartsheet contact column. I have tried copying this data in a group of column…
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Contact List Rollup
I have a multi-select contact list column for assigning tasks to team members. I want the contact(s) assigned in the child row(s) to roll up to a master set of contacts for the parent row(s). However, when I try =JOIN(CHILDREN(),", "), I end up with a list that has blank items separated by columns and duplicated names if…
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Fillable Drop Down or similar?
Hi There! I am looking to create a smartsheet where staff can input multiple names without having to do multiple forms back to back. For example the question would be: who took the class? and then the staff would input names that would populate onto different lines int he database. Can I do that with drop down? Or contact?…
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How do I pull the second name from a multiple-contact column?
In Smartsheet I have a contact column (Project Support) that can have up to three contacts (first name + last name), for example Jane Doe. I then have three other columns that pull the first contact, the second contact and the third contact. The first contact column is Project Support 1 and the formula is =LEFT([Project…
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Sync User Management list with Smartsheet Contact Lists
It would be extremely helpful to have our users' first and last names and email addresses, as listed in the User Management List in the admin portal, synced with available contacts in the Contacts List to input as a contact in the Contact List column type. People are really confused as to why no names automatically show up…
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Having trouble populating a contact list column (Auto-provisioning is not enabled)
I understand the ultimate solution if I want all employees in a contact list is to enable auto-provisioning. Our IT department isn't ready to do that yet. In the meantime, I have searched help and the community and can't figure out how to solve the problem. I need the contacts not in "my contact list", I need them as…
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Managing Contacts
I had a contact that was mispelled. I correct that contact in My Contacts. However, when I add the person to an automation, the incorrect spelling appears. I no longer have the incorrect spelling in my contacts. I went through the whole sheet and removed the mispelled contact. I re-shared the sheet with the Correct…
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compare multi-contacts to a text string
Hi everyone, I am building a schedule for my team that will confirm if a combination of assigned staff 'assigned to' are trained to do a specific task 'task combos'. the 'staff trained in this task' is a text column that is using JOIN(COLLECT) to combine contacts who are trained in a task, these are in different columns…
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Contact List - Determine if Email Is Missing
Hi! I have people filling out a Smartsheet form who are NOT licensed users and providing email addresses in a Contact List field for NON licensed users. I need to a way to know quickly if someone didn't follow directions and put their name instead of email into the form. I also have data already in the sheet where folks…
