Dropdown filtered by criteria

Caleb W

I am currently using a sheet to generate all of our T & M tickets. It is built out of several columns to capture all the appropriate costs and then a document is generated off that row.

Right now I am using one master sheet that carries all of the job pricing set up on DATA Shuttle to update the drop downs on the main sheet and then INDEXCOLLECT formulas to bring the data to the main sheet. This can cause errors as a all of the options show up in the drop down but they may not correlate to that job code selected so no pricing will appear.

Is there a way using the same setup for ease of managing the data, to filter the drop down based on the job code selected in the form when these T & M tickets are produced?

ChristianFinke

Hey @Caleb W

Sounds like a solid setup! Smartsheet dropdowns don’t filter automatically based on previous selections like job codes. But you could try the following:

Multi-Step Forms – You can use conditional logic to show certain fields based on the job code selected. It’s not perfect but helps streamline things.
Helper Sheets – Set up a few helper sheets for different job codes and use formulas like INDEX/MATCH to pull in the right pricing. Keeps things cleaner.
Add a Note/Warning – A quick note or error message can help catch mismatches if the wrong dropdown options are picked.

If you want to chat more about it or need a hand, just see my signature!