Use the Multidimensional Contact Field through 3 task topics: create a contact field, add contacts, and set a default value; 3 items are available without membership and 0 items are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Contact Field | Free |
| 2 | 2. Add Contacts | Free |
| 3 | 3. Set a Default Value | Free |
How-to Guide
1. Create a Contact Field
Entry: Click the + button on the right side of the table header, then choose Contact.
- Open the target multidimensional table.
- Click the + button on the right side of the table header.
- Select Contact from the field type list.
- Enter a field name.
- Click OK to finish creating the field.
Success Criteria
- Interface result: A new contact field column appears in the table.
- Next action available: You can add contacts in cells under this column or open the field settings.
Tips While Using
- Common mistake: If you are not working in the correct table, the field may be added to a different sheet or view.
- Environment note: If the field list does not load normally, refresh the page and try again.
2. Add Contacts
Entry: Click the target cell, search for a contact, and confirm the selection.
- Click a target cell in the contact field.
- In the contact picker panel, enter a contact name or keyword.
- Click the target contact in the search results.
- If you need more than one contact, continue searching and selecting additional contacts.
- Close the panel or click a blank area to return to the table.
Success Criteria
- Interface result: The selected contact or contacts appear in the cell.
- Next action available: You can reopen the cell later to add or remove contacts.
Tips While Using
- Common mistake: If the keyword is too broad, the result list may be long. Enter a fuller name or department keyword when possible.
- Environment note: Contacts depend on collaborator or directory data. If a person is outside the visible range, that contact may not appear in search.
3. Set a Default Value
Entry: Right-click the field title, open Field Settings, and find Default Value.
- Right-click the contact field title.
- Select Field Settings.
- Find the Default Value option.
- Choose Specified Person or Person Who Added This Record as needed.
- Save the setting. New records will then fill in the default contact automatically.
Success Criteria
- Interface result: The selected default rule appears in the field settings.
- Next action available: When you add a new record, the default contact is filled in automatically.
Tips While Using
- Common mistake: After you change a default value, it usually applies to new records going forward. Existing records may still need manual updates.
- Environment note: If the specified contact is no longer visible or has been removed from the directory, the default display may be affected.