Have lower hierarchy show in approval form

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Jett
Jett ✭✭✭
edited 05/07/24 in Smartsheet Basics

Hi,

I am trying to make the data in the drop downs show in a form that gets email.

Is this possible to have year, make, model, SN, data and so on this form that comes to your email

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @Jett

    The dropdown options would need to be listed in the column properties (double click the column name) instead of down cells in the sheet. Update Requests are row-by-row, so it will only grab the data in that single row number, not the rows below.

    Set your "Equipment" column to be a dropdown type, then list out the machine equipments there.

    I would personally recommend having each of your "Machine" headers be their own dropdown column in the sheet, as that may be easier to manage. Here's more information: https://help.smartsheet.com/articles/2480081-dropdown-list-column-type

    Cheers,

    Genevieve