Is it possible to use a lookup in a form dropdown list yet?

AndrewE

I have a form that needs to have two questions where the answers need to reference a list on another sheet. Is this available in Smartsheet yet? How are other users getting around this issue if it's not available?

Paul Newcome

Are you able to provide more details and possibly some screenshots / examples?

Andrée Starå

https://community.smartsheet.com/discussion/122962/is-it-possible-to-use-a-lookup-in-a-form-dropdown-list-yet

Hi,

I hope you're well and safe!

Do you have access to the Premium App, Data Shuttle?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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AndrewE

Apparently, my license is premium and I may have access to data shuttle. Is the functionality there if I did?

I simply need a dropdown from a form to reference a list on another form so that the answers can be managed in one place as Employee Names and Customer Names are added or updated. Thanks!

Paul Newcome

Whether or not it is possible depends on the details. Are you able to provide screenshots / more context?

Andrée Starå

https://community.smartsheet.com/discussion/comment/439616#Comment_439616

Excellent!

Happy to help!

Yes, then you can use Data Shuttle to keep the dropdowns synced and depending on your use case you could also use so-called helper column to s

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Andrée Starå

https://community.smartsheet.com/discussion/comment/439616#Comment_439616

I had to post again because I can't edit the other one.

Excellent!

Happy to help!

Yes, you can use Data Shuttle to keep the dropdowns synced. Depending on your use case, you could also use a so-called helper column to show specific options depending on what's selected.

Have a look here.

https://help.smartsheet.com/articles/2482755-dynamic-dropdowns-data-shuttle

Would that work/help?

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AndrewE

Thanks for the feedback! So I am giving this a shot and when I am creating my upload to my target sheet, I don't have an option to Update dropdown choices. I only Relace all Target sheet rows with data from the input file or Merge data into the target based in a key column value. Am I missing something?

gvattura

@AndrewE

I've had a similar issue in the past where "update dropdown choices for selected columns" wasnt displaying.

Can you check what your permissions to the source sheet are?

Also check that a source file is still selected on the "Source" Page of the workflow setup.

Andrée Starå

https://community.smartsheet.com/discussion/comment/439714#Comment_439714

Excellent!

Happy to help!

Can you share some screenshots? (Please delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

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