Pull options from one sheet to be used in another form as a drop down selection
We have a business case form that is the first step to be submitted. The second step is to submit a formal project request once the business case is approved. Is there a way when submitting a project request form and allowing the submitter to tie in their business case somehow? Example, selecting it from a drop down menu?
Answers
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Hi @sanchezf
I hope you're well and safe!
Yes, and you could update the dropdown list automatically with Premium App, Data Shuttle.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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@sanchezf I agree with @Andrée Starå, Data Shuttle would be the easiest way to do this! https://help.smartsheet.com/articles/2482755-dynamic-dropdowns-data-shuttle
Danielle W.
Product Marketing
Smartsheet
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