How to look up and select data from another sheet
I've a form created from 'Sheet A' , and want the 'Client Company' field to look up 'Sheet B', and allow me to select a record from it (Sheet B). Example shown in screenshot below. Is this possible, and how can I accomplish this? Thanks in advance.
Answers
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Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could use cross-sheet formulas and a populated list to match it against a reference sheet, but it would need to be either,
- Manually maintained
- Updated by using the premium add-on, Data Uploader
- Updated using the Smartsheet API, or a 3rd party solution
Would any of those options work/help?
I hope that helps!
Have a fantastic week & Happy Holidays!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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