Best Of

For people curious about how to approach this using Data Shuttle, here's something that worked for me after experimenting with the stuff I was reading in these forms.

You will need to create two automations, one Offload Automation and one Upload Automation:

Start with the Offload Automation:

1. In the Source step, start by selecting the sheet that contains the column values for which you looking to create a dynamic list.
2. Then in the Target step, select "Smartsheet Attachment" followed by the same worksheet as step one. Choose whatever name you would like for the title, and choose CSV (Include headers if you want, you'll just have to remember they are present in the file)
3. In the next step, apply Filters if needed. I just left this field blank.
4. in the Mapping section, I removed all columns besides the one that was meant to populate the Dynamic Dropdown.
5. Schedule the automation to run as frequently as you would like, this will determine how often your Dropdown is updated as new data comes in. Lastly, Name your automation.

Now onto the Upload Automation:

1. Start with the "Source Location" as "Smartsheet Attachment", select the same file that was used in the Offload Automation step above. Choose attachment based off "Most Recent". If you kept headers, check the box stating so (data still starts in row one) If you choose CSV in the Offloading step, the delimiter will be commas.
2. In the Target section, select the smartsheet that you wish to have the Dynamic Dropdown in. Then select "Update dropdown choices for the selected column"
3. Add Filters if needed.
4. In the Mapping step, have the column with the desired dropdown options mapped into the the Target destinations dropdown column.
5. In the next section, select Run on Attachment
6. Add an expression if desired.
7. Name your automation and test it out! The Upload automation wont run until the Offload automation has occurred so you might want to run it manually once for testing purposes.

Hey @JonEric Eubanks

I believe @Andrée Starå is referring to something like this:

Where you have a Form URL as a Web Content Widget on your Dashboard, and the sheet would be referenced in a Row Report and put on the Dashboard as a Report Widget, likely in Gantt View to show both row information and dates.

Here's more information:

• Using web content widgets
• Build a row report
• Build report widgets

Webinars on Dashboards:

• SmartStart: Dashboards
• Upgrade Your Dashboards with a New Look, Custom Colors, & More
• Visually Display Your Data with Dashboards

Cheers,

Genevieve

Excellent!

Happy to help!

Do you mean that you want the name of the person who filed the form or the manager for the submitter?

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So I believe I found a workaround to allowing for grouping by multiselect contact or dropdown fields:

Say you have two sheets with "Assigned to" of type Contact List as one of the column headers. - One is configured to allow for multiple entries, the other is not:

1. Create your report so that you only select the sheet where multiple entries are not allowed for the Assigned To field.
2. Go to "group" and you should see "Assigned to" in the list of available fields. Select it. and save your report.
3. Then add the second sheet (where multiple selections are allowed for "assigned to") as a source sheet in the report. When you refresh , you should get a message pop up:

Note: - Down side: the Group by will say "Multiple Contacts" instead of the actual name where data is displayed from a sheet where "multiple entries" are allowed for the field in question.

For groups where at least one row entry is from a sheet where multiple entries is not allowed,", the actual group by field name will show:

In the example below the "Test Group Report change to SS" sheet has "contact List - MS" set to allow Multiple selections. while "Test Group Reporting" sheet's "Contact List - MS" column is configured not to allow multiple selections.

If you expand your report and display the group by field, then you can see the entries for those groupsing that show "Multiple contacts".

Hope this helps others.