We use many Forms for our users to input data. Is there a way to get intuitive input?
For example, our employees each have a separate URL to enter their reimbursable expenses (nationwide consultants) that populates a SmartSheet. The accountant reviews their submissions and approves or denies the expense reimbursement.
My question is for filling out the form. One item request (a column in Smartsheet) is for the name of the item. This could be Southwest Airlines, Starbucks, or Sammy's Barbecue Grill. Typing in the same item multiple times on a trip is time consuming. Is there a way now or in the future for Smartsheet to preload options already in the database? For example, using those three names listed above, if I typed "So", it would give Southwest Airlines as an option.
Thanks,
Burke
Answers
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Data Shuttle could automatically update the drop-down values of a cell every 15mins based on previous entries on the sheet. That sounds like the best way for you to do it. Hopefully you have Data Shuttle.
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@BThompson I agree with @Mike TV, Data Shuttle could be an option here! This article covers how that would work: https://help.smartsheet.com/articles/2482755-dynamic-dropdowns-data-shuttle
Best,
Danielle W.
Product Marketing
Smartsheet
Danielle W.
Product Marketing
Smartsheet
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We don't use Data Shuttle at this time. If this would be the solution, I would be interested to know how much it costs?
Thank you for the responses!!
Burke
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Hi @BThompson
I hope you're well and safe!
Feel free to reach out at andree@workbold.com, and I'd be happy to help you with the Data Shuttle license and more.
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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