Dynamic Data Validation with Columns from another Grid

05/26/20
Accepted

Hi,

I want to be able to validate data in a drop-down menu in one sheet from a column in another sheet.

EX: I have a sheet that serves as a master sheet of projects and the project's properties (Name, budget, etc.), and another sheet that serves as tracking tasks related to the projects in the master sheet. When People record a task being done, I want them to only be able to select names of existing projects, but I also want that list to automatically expand as we add more projects in the master sheet.

In EXCEL, I would accomplish this by assigning the relevant column in the table a name in name manager, and telling data validation to limit available responses by that column's name. The result is that I could add projects to the master table and it would add that to the drop down list created by Data Validation applied in other tables/sheets. Is there a comparable way to do this on Smartsheets?

Thanks!

Best Answer

Answers

  • Thanks Mike! I checked out the doc and that's super informative on the limitations and work arounds for Smartsheets. I might need something native if I want my co-workers to adopt this kind of workflow. Thanks for your answer!

  • Mike WildayMike Wilday ✭✭✭✭✭

    Give the cell linking a try. That is native, and its pretty intuitive, but it is a workaround. You might find it suits your needs?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Benjamin Hatmaker

    To add to Mike's excellent advice. (Thanks @Mike Wilday )

    A solution that would be perfect for this use-case is the premium add-on, Data Uploader.

    Is that an option?

    More info: 


    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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