Creating a tailored drop down list in a column based on the value in another column.

Example - Risk Log.

I want to be able to create dynamic filtering of a dropdown column "Sub-Category" based on the value selected in the Name/Number "Category" column.

I've seen this done in Excel using the combination of:
Excel Functions:
INDIRECT() – to reference a named range dynamically
SUBSTITUTE() – (if needed) to handle spaces or special characters in category names
Then, using Data Validation.

Is it possible to replicate this operation in Smartsheet? If so, how could you accomplish this?

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Accepted answers

Andrée Starå

https://community.smartsheet.com/discussion/140080/creating-a-tailored-drop-down-list-in-a-column-based-on-the-value-in-another-column

Hi,

I hope you're well and safe!

You could use a form with multiple helper columns and the conditional logic feature, or the same in a sheet, but with formulas showing which column is next/selected.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏

All comments

Darren Mullen

@Bill Lafferty can't do this in Smartsheet. At least not natively. Only way to do this is through a form view using a 3rd party add-on or use another form solution like Appsheet or something else that can cascade dropdowns like that.

Andrée Starå

https://community.smartsheet.com/discussion/140080/creating-a-tailored-drop-down-list-in-a-column-based-on-the-value-in-another-column

Bill Lafferty

Thank you Andree!

Andrée Starå

https://community.smartsheet.com/discussion/comment/486831#Comment_486831

Happy to help!

✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏

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