Dynamic drop downs- possible in smartsheets?

ParkerLeigh

My boss recently challenged me to see if I could add some logic to our project plan smartsheet templates where if a user entered in an Assigned To column can dynamically narrow the values available in a Role column to show only the roles the person selected in the Assigned To column is eligible for.

For example, let's say that my known roles within the company are project manager and UX designer…so when my name is entered, I should only see those 2 roles available in the Role dropdown and not front end developer, database admin, etc.

Has anyone incorporated a use case like this? If so, I'd love to know what solution or potential solutions exist within the Smartsheet ecosystem. I was looking into the data shuttle module but I am not sure it solves this use case (even though it does other cool things).

Michelle Choate 2

So as of right now Dynamic Drop Downs inside of a sheet are not possible. This would be a wonderful product suggestion to submit! There are ways to get dynamic dropdowns in a form with an outside product (If you are interested in that, talk to @Darren Mullen ). However inside of a sheet, I am not sure this is possible without some complex bridge solution.

I have a separate sheet that I keep with all our project plans that has an "Assigned To" and "Role" columns and then the Project Plan instantly pulls from that sheet into the "Assigned To" column based on the assigned role. Our project plans are usually 300+ lines long, so doing this makes it much easier to assign roles to the template Project Plan and then update a single sheet with maybe 20 lines for the different roles mentioned in the Project Plan and who those roles should be assigned To.

ParkerLeigh

Thanks @Michelle Choate 2 for the feedback.

What you've implemented makes sense, but I don't think I could do something like that since we have a one to many relationship between employees and roles.