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
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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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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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