Lookup on a form?

Anelise Wilhelm

Hi all, 

Is there a way to have a date/time field on a form look up data in a separate sheet to populate itself?

I'm setting up a form for people to select a date and time slot to attend a training session. I thought about having the list in a separate sheet and then only show on the form dropdown the sessions that are still available. 

Is there a way to do this with Smarthseet?

Thank you in advance!

Andrée Starå

Hi Anelise,

Unfortunately, it's not possible at the moment, but it's a great idea!

Please submit an Enhancement Request when you have a moment.

A possible workaround could be to use a dashboard with the sheet on one side and the form on the other to be able to see the information at the same time.

Would that work?

Have a fantastic week & Happy Holidays!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Anelise Wilhelm

Thank you! I'll give it a try.

Paul Newcome

I actually use Andree's suggestion, and it works well and has received a lot of positive feedback. 

Andrée Starå

Happy to help!

Best,

Andrée

Anelise Wilhelm

How do you know when the capacity (15 people) per session has been reached and then automatically remove that slot from the offering sheet?

Paul Newcome

I have notifications set up to alert me when we get close to and then reach capacity. I then have to go in and manually remove it. 

 

For larger projects, I have a list that collects available dates. If someone requests an unavailable date, I have an update request automatically sent out that shows them the list and asks them to pick a new date from the available dates/times.