Smartsheet limitations may not work for us...

jb@59069

On day 5 of our 30-day trial, so maybe I'm just not seeing this. We use several Excel sheets for client time entry and client expense tracking. These Excel sheets are set up so that once an employee/contractor selects a client, they are then offered a drop down list of Charge Descriptions specific to that particular client. After selecting the correct Charge Description, the adjoining cell in the Charge Code column is populated with the corresponding Charge Code. Apparently Smartsheets is not capable of these types of capabilities? If I understand correctly, we would need to have a separate time sheet and expense sheet for each client/ This will likely be the reason we would NOT choose Smartsheets.

Shaine Greenwood

Hello,

You're correct in that a dropdown list can't be conditionally presented. You might consider creating all of the columns that you need in your sheet, then creating conditional update requests that are triggered when specific data is chosen in your sheet. Details on this are available in our help article: https://help.smartsheet.com/articles/504779-using-update-requests

Otherwise, you might consider creating reports based off of your sheet for people to only present the data that your colleagues need: https://help.smartsheet.com/articles/522214-creating-reports

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J. Craig Williams

Depending on how many rows you are expecting to have and how many charges code you have, this is possible. It might take an expert (cough-cough) but could be done.

I'd need to see the full requirements to know for sure.

Craig