Building Smartsheet

Options

I am working on building out a form that has many different options and was wondering if there was a way to setup the smartsheet to expand the specific product details if the product name is selected.

For example - I have 2 products - Individual Accident and Accident 1.0. I don't want all the options for each product to be shown. I only want the options to show if they select the specific product. Is there a way to format the sheet or a way to do that?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @texbenefits

    I hope you're well and safe!

    Yes, you could add multiple so-called helper columns with the different options and then use the Conditional Logic feature in the form to show the different options depending on what is selected.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    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.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!