How to set as a default in Contact column the person that added a new row?

Hello,

In the Sheet I am using, I have a contact column named Requester which is the person who has added the request. The requests are added directly into the Sheet.

I would like to automatically set the value of the Requester to the person who added the new row.

There is the action "Assign people" in workflow, but I cannot find a way to add the person who has added the new row. As you understand, it's not the same person for every request. So maybe there is another way.

How can I achieve this? Have any of you done something similar?

Thank you.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@moraki

    I hope you're well and safe!

    You have to set the form either so that the submitters have to be logged in, and then you can collect who submitted the form, or you could add a field where they add their email, which can be used to identify the submitter.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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\n \n https:\/\/community.smartsheet.com\/discussion\/108888\/is-it-possible-to-url-query-an-embedded-form\n <\/a>\n<\/div>\n

Hi,<\/p>

I hope you're well and safe!<\/p>

Unfortunately, as far as I know, it's not possible now (if you mean that the Query should be included in the URL to Dashboard, it's only possible in the URL to the form), but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

How would you like to use it? What's the use case?<\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"},{"tagID":530,"urlcode":"url","name":"URL"}]},{"discussionID":108886,"type":"question","name":"Why does a user show an email address?","excerpt":"When I'm adding users to Assigned, it usually shows the First Name Last Name, but sometimes it just shows the email address. How do I fix this? See screenshot example.","snippet":"When I'm adding users to Assigned, it usually shows the First Name Last Name, but sometimes it just shows the email address. How do I fix this? See screenshot example.","categoryID":321,"dateInserted":"2023-08-12T18:59:03+00:00","dateUpdated":null,"dateLastComment":"2023-08-12T20:33:33+00:00","insertUserID":128842,"insertUser":{"userID":128842,"name":"Karen Bruer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Karen%20Bruer","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5MPAuTrWZX4!elHDp9qhGX4!HMSKFvshvfI","dateLastActive":"2023-08-13T15:19:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":161632,"lastUser":{"userID":161632,"name":"SteyJ","title":"Jacob Stey","url":"https:\/\/community.smartsheet.com\/profile\/SteyJ","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5Zjq-V_rc4o!zmkrczO71bo!6kwXWfi9FUH","dateLastActive":"2023-08-13T22:08:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":22,"score":null,"hot":3383739756,"url":"https:\/\/community.smartsheet.com\/discussion\/108886\/why-does-a-user-show-an-email-address","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108886\/why-does-a-user-show-an-email-address","format":"Rich","lastPost":{"discussionID":108886,"commentID":390375,"name":"Re: Why does a user show an email address?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390375#Comment_390375","dateInserted":"2023-08-12T20:33:33+00:00","insertUserID":161632,"insertUser":{"userID":161632,"name":"SteyJ","title":"Jacob Stey","url":"https:\/\/community.smartsheet.com\/profile\/SteyJ","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5Zjq-V_rc4o!zmkrczO71bo!6kwXWfi9FUH","dateLastActive":"2023-08-13T22:08:19+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\/I85D28MOQEGC\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-13T15:20:11+00:00","dateAnswered":"2023-08-12T20:33:33+00:00","acceptedAnswers":[{"commentID":390375,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/108886\/why-does-a-user-show-an-email-address\n <\/a>\n<\/div>\n

You can have them update their contact card by going to Settings -> Personal Settings<\/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":108879,"type":"question","name":"Not all recipients are receiving automated emails","excerpt":"Hello. I have many sheets with automation and i have one that is giving me an issue. I am getting the above email notice from smartsheets for this one automation on one sheet. I have double checked that the restrictions are set to \"Unrestricted\". See attachments. Thank you! Any ideas what is happening or how to fix it?","snippet":"Hello. I have many sheets with automation and i have one that is giving me an issue. I am getting the above email notice from smartsheets for this one automation on one sheet. I…","categoryID":321,"dateInserted":"2023-08-11T22:17:59+00:00","dateUpdated":null,"dateLastComment":"2023-08-12T15:59:01+00:00","insertUserID":165014,"insertUser":{"userID":165014,"name":"David Sprague","title":"Fire Chief","url":"https:\/\/community.smartsheet.com\/profile\/David%20Sprague","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T22:17:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-13T23:49:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":37,"score":null,"hot":3383650020,"url":"https:\/\/community.smartsheet.com\/discussion\/108879\/not-all-recipients-are-receiving-automated-emails","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108879\/not-all-recipients-are-receiving-automated-emails","format":"Rich","lastPost":{"discussionID":108879,"commentID":390368,"name":"Re: Not all recipients are receiving automated emails","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390368#Comment_390368","dateInserted":"2023-08-12T15:59:01+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-13T23:49:27+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":"2023-08-12T22:18:07+00:00","dateAnswered":"2023-08-12T15:04:58+00:00","acceptedAnswers":[{"commentID":390360,"body":"

Hi @David Sprague<\/a>, <\/p>

I hope you're well and safe!<\/p>

There's a known issue at the moment.<\/p>

I'll get back to the post if I can find the thread.<\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":4943,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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