Pull options from one sheet to be used in another form as a drop down selection

sanchezf

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?

Andrée Starå

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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Danielle Wilson

@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