Autosuggest contact names in form

stuartr
stuartr ✭✭✭✭
edited 12/09/19 inSmartsheet Basics

Hi, can anyone help? We have created a booking form to request tickets for an event on a certain date. As part of the booking process, the user can also select up to 17 other (internal) guests to accompany them to the event. I have already configured the following

  • set the guest column up as contact type
  • allowed multiple contacts in the guest column (I know there is a limit of 20 but we are under this)
  • I have imported all the internal guests (all 170 of them) into my smartsheet contacts
  • I also created a view only group of 5 pilot guests and added them as collaborators to see if they then appeared in the form autosuggest (they didn't)

Whilst the form makes the booking process easier, I cannot manage to get an autosuggest to work on the guest field in the form. The autosuggest DOES work on the guest field in the underlying smartsheet, but I don't want to allow users edit access to the underlying sheet.

Ideally what I would like is to share the form url to all users, and for the users to be able to see the autosuggest feature in the guest field on the form when they search for names of guests.

Is there a simple solution that I have overlooked? With thanks in advance

Comments

  • L_123
    L_123 ✭✭✭✭✭✭

    There is not a straightforward answer to this, but there is a solution within smartsheet's software. What you can do is embed the form in a dashboard, then post your suggestions as one more multiple metrics on the side in the dashboard.

    形式are currently not dynamic, you cannot change anything in them based on criteria. This is something that many users have requested, I believe this could be placed in the dynamic dropdowns category, and recommend you put in a product enhancement request using the url on the right side of this webpage.

    But the embedded form with dynamic metrics for suggestions to the side should work well, and do everything you are requesting. Also you can keep it in a professional format.

Hi, <\/p>

Add a \"Created By\" column in your sheet and turn on \"Required smartsheet login to access your form\" in your form setting. So that whoever fills out the form, their email id will be automatically captured in \"created by\" column. This will replace your \"Requestor Name\" column. <\/p>

Thank you!<\/p>


<\/p>

\n
\n \n \"Screen<\/img><\/a>\n <\/div>\n<\/div>\n
\n
\n \n \"Screen<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":[{"tagID":204,"urlcode":"forms","name":"Forms"},{"tagID":247,"urlcode":"contacts","name":"Contacts"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"},{"tagID":527,"urlcode":"columns","name":"columns"}]},{"discussionID":109475,"type":"question","name":"JOIN() Formula Result - Producing Apostrophe in Copied Cell Data","excerpt":"The issue involves the usage of the JOIN() formula within SmartSheet, which is resulting in the inclusion of an unwanted apostrophe when the formula's output is copied to another sheet. The JOIN() function is designed to concatenate values, but in this scenario, the copied data is displaying an apostrophe that is not…","snippet":"The issue involves the usage of the JOIN() formula within SmartSheet, which is resulting in the inclusion of an unwanted apostrophe when the formula's output is copied to another…","categoryID":321,"dateInserted":"2023-08-25T16:49:03+00:00","dateUpdated":"2023-08-25T16:52:43+00:00","dateLastComment":"2023-08-25T22:09:31+00:00","insertUserID":124290,"insertUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-08-25T22:08:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":124290,"lastUserID":124290,"lastUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-08-25T22:08:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":19,"score":null,"hot":3385984114,"url":"https:\/\/community.smartsheet.com\/discussion\/109475\/join-formula-result-producing-apostrophe-in-copied-cell-data","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109475\/join-formula-result-producing-apostrophe-in-copied-cell-data","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109475,"commentID":392674,"name":"Re: JOIN() Formula Result - Producing Apostrophe in Copied Cell Data","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392674#Comment_392674","dateInserted":"2023-08-25T22:09:31+00:00","insertUserID":124290,"insertUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-08-25T22:08:33+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T22:09:33+00:00","dateAnswered":"2023-08-25T22:09:31+00:00","acceptedAnswers":[{"commentID":392674,"body":"

Fixed, needed to add \"Value\" before the formula to remove the apostrophe.<\/p>


<\/p>

=VALUE(IFERROR(JOIN(DISTINCT(COLLECT([Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, [Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, <>\"//www.santa-greenland.com/community/discussion/64301/\"))), \" \"))<\/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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109460,"type":"question","name":"IF \/ OR formula then Check a Box","excerpt":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1) OR([Study Status]@row = \"In Start-Up\", 1))","snippet":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1)…","categoryID":321,"dateInserted":"2023-08-25T13:30:39+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T16:21:27+00:00","insertUserID":9250,"insertUser":{"userID":9250,"name":"Susan Swisher","url":"https:\/\/community.smartsheet.com\/profile\/Susan%20Swisher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-25T16:23:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":48,"score":null,"hot":3385956126,"url":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109460,"commentID":392616,"name":"Re: IF \/ OR formula then Check a Box","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392616#Comment_392616","dateInserted":"2023-08-25T16:21:27+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T15:13:03+00:00","dateAnswered":"2023-08-25T14:14:39+00:00","acceptedAnswers":[{"commentID":392575,"body":"

Give this a try:<\/p>

=IF(OR([Study Status]@row = \"Active\/Open to Accrual\", [Study Status]@row = \"In Start-Up\"), 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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]}],"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":4992,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Smartsheet Basics