Contact list in forms

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Answers

  • Danny T.
    Danny T. ✭
    edited 02/15/23

    Just submitted a product enhancement request for this functionality to be added. It seems like a no-brainer that a contact should be selectable through a form (and then that user's contact info used automatically in a workflow), without the need to manually add contacts in column properties for each and every contact list field.

    By the way, my use is a series of approvals where the approvers need to be selected from a list of teammates.

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  • Kirk Midkiff
    Kirk Midkiff ✭✭

    Hi@Britt Smith- I'm running into the same issue at an org of nearly 400 staff, part of a larger parent org of 5,000 staff. It makes no sense to me that SS would anticipate this could scale with these types of limitations for contact fields and lists. Were you able to figure out a solution? I'm still plugging in staff one at a time into the dropdown list options in a form field. Also the inability to copy columns from one sheet to another is also wildly inefficient. Particularly in the case of 'helper' columns that are only used for filtering, grouping, sorting in reports.

    Thanks for any advice.

    Kirk

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  • mdcatlett
    mdcatlett ✭✭✭✭

    Same need - we're a membership org with 150k members, and need to be able to use the email address submitted in a form to send out an automated confirmation emailwithoutincluding a submitted attachment for security reasons. Asking them to create yet another login after they've already logged in to our website to access the form is going to be confusing. SSO doesn't make sense at this juncture for a number of reasons.

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  • Joe Petruolo
    Joe Petruolo ✭

    Does anyone have a workaround to this? It seems there is no update to when they might deliver this function

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  • Suzanne Raphael
    Suzanne Raphael ✭✭✭

    Wow. This truly is a "no brainer" feature, one that I was so sure must already exist that I was equally sure I was doing something wrong for it not to be working. What a drag. And I second the insanity of not being able to do a sheet-to-sheet column copy.

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  • Jeremy E
    Jeremy E ✭

    Submitted this via the product feedback form! Surprising this hasn't been implemented.

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  • Paul Johnson1
    Paul Johnson1 ✭✭✭

    This enhancement urgently needed and has been requested for a few years.

    We need a contact list field in a webform to be available as a dropdown of contacts which is based on the user list.

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  • Jim B
    Jim B ✭✭

    Much needed enhancement here too.

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  • JessicaD
    JessicaD ✭✭

    I agree this is an urgent need. Also the contact list has mixed results. If I view the form on a desktop I can't search for a contact or the list; it doesn't index when starting to type a name. If I access the same form on an iPhone/iPad it indexes the contact I am searching for.

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You would create the sheet first, then you can click on \"Forms\" in the top right corner of the new sheet to create the form.<\/p>


<\/p>

If you need a bunch of the same columns, You can \"Save as new\" the existing sheet and then just delete whatever you don't need from each sheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109205,"type":"question","name":"Auto Populate Column Data","excerpt":"I have a sheet that I am populating row one with data inputted using an intake form (Form1). I then have a Update form (Form2) that is used by end users to input additional data. I need the data inputted from form1 to auto populate the entire column the data resides in when form2 is submitted. Any suggestions on how to…","snippet":"I have a sheet that I am populating row one with data inputted using an intake form (Form1). I then have a Update form (Form2) that is used by end users to input additional data.…","categoryID":321,"dateInserted":"2023-08-21T16:13:10+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T19:37:00+00:00","insertUserID":162922,"insertUser":{"userID":162922,"name":"MSGFreebird","title":"","url":"https:\/\/community.smartsheet.com\/profile\/MSGFreebird","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtfyipG4v_0PcUXERFavMo9q8-BAK6RWzljovF2sarPztFY=s96-c","dateLastActive":"2023-08-21T22:54:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-21T22:29:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":38,"score":null,"hot":3385285210,"url":"https:\/\/community.smartsheet.com\/discussion\/109205\/auto-populate-column-data","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109205\/auto-populate-column-data","format":"Rich","lastPost":{"discussionID":109205,"commentID":391697,"name":"Re: Auto Populate Column Data","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391697#Comment_391697","dateInserted":"2023-08-21T19:37:00+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-21T22:29:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/QSNSANMKG9JV\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T18:39:09+00:00","dateAnswered":"2023-08-21T18:00:47+00:00","acceptedAnswers":[{"commentID":391672,"body":"

Yes. The \"@row\" piece of the formula is looking for the cell within the row of the formula. So on any row where the meta columns are blank, \"@row\" will also return blank.<\/p>


<\/p>

Try this instead:<\/p>

=INDEX([AT-Meta]:[AT-Meta], 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109199,"type":"question","name":"How long should tech support take to respond?","excerpt":"On August 14 I sent tech support a critical question. I have a licensed admin on a sheet that is not able to make any changes. I still have not received any response other than the usual quickie we got your e-mail. If someone in tech support is watching my case number is. 06399972","snippet":"On August 14 I sent tech support a critical question. I have a licensed admin on a sheet that is not able to make any changes. I still have not received any response other than…","categoryID":321,"dateInserted":"2023-08-21T15:19:29+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T15:19:29+00:00","insertUserID":1774,"insertUser":{"userID":1774,"name":"Joseph Farahat","url":"https:\/\/community.smartsheet.com\/profile\/Joseph%20Farahat","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T19:58:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-22T08:27:01+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":true,"countComments":5,"countViews":53,"score":null,"hot":3385265338,"url":"https:\/\/community.smartsheet.com\/discussion\/109199\/how-long-should-tech-support-take-to-respond","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109199\/how-long-should-tech-support-take-to-respond","format":"Rich","lastPost":{"discussionID":109199,"commentID":391636,"name":"Re: How long should tech support take to respond?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391636#Comment_391636","dateInserted":"2023-08-21T15:19:29+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-22T08:27:01+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T16:29:36+00:00","dateAnswered":"2023-08-21T15:54:56+00:00","acceptedAnswers":[{"commentID":391614,"body":"

Fixed.<\/p>

I reread your response and found the culprit.<\/p>

“Report with specific permissions but not the underlying source sheet?”<\/p>

Thank you for jumping in. I guess you should close that case number at this point.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4963,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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