Building Smartsheet

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 ✭✭✭✭✭✭

    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

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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