Release Scheduling - Create a Dynamic Release Drop Down

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Natalie Beissel
edited 09/28/23 in Formulas and Functions

This use case allows business customers the ability to request support, based on a weekly release window. Future support may be reserved. The release day is every Tuesday. For reporting and counting purposes, I don't want to provide the user with a date picker. I want to drive the # of weeks per year and the corresponding Tuesday.

In short, present the user with a list of release option in "39 - 09/26/2023" format. Bonus round if I can prevent past weeks from being selected so only the release schedule 2 weeks ahead is available. This is week 39. So, the first selection available would be 42 - 10/17/2023.

The only way I know how to do this is to create a drop-down column and manually type 52 entries and remove entries each week. After attending Engage, I'm pretty sure there is a formula that can be performed. So, here I am.

The user will not interact with the sheet. They will submit requests using a form. We don't have Bridge, so I need to be able to do this without Bridge. I am open to adding any columns necessary to accomplish this.

I do capture a Submitted date and the requested release entry goes into a column called Release Schedule.

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Options

    Hey @Natalie Beissel

    There currently isn't a way for a dropdown to dynamically/automatically change what can be selected from a Form directly within Smartsheet (without using the API or Bridge or Data Shuttle).

    We could use a formula to display options in a sheet, but this won't adjust the values stored in the Column Properties (which is what determines the list in the Form field).

    Please feel free to add your vote and voice to this Product Idea: Datasources for Dropdown Menus

    Cheers,

    Genevieve

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