Generating values that can be referenced in a drop-down

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Hi,

I'm looking to create a formula and cell reference system that can be used to generate a value that can be referenced in another cell or ideally a form.

Here's the workflow breakdown.

  1. The field fills out a form that creates a new line with an auto-generated "Request Number"
  2. If the form has a "Build" in the "Request Type" column, I want to generate a number in my "Tag Number" column (most likely based off a formula). This Tag Number needs to be independent of the Request Number.
  3. When a form has "Modify" or "Dismantle" in the "Request Type" column, I want to access the existing Tag Numbers and allow the user to select one of the existing Tag numbers (Preferably in a drop down list).
  4. When a "Dismantle" is selected in the form, I want to remove that Tag Number from the selectable list.

Is this possible?

I've looked at: https://community.smartsheet.com/discussion/16201/drop-down-menu-in-one-box-only, but I think most people using this form will be using mobile.

I'd prefer this to be automated to prevent someone from having to go in and manually fill in the Tag Number.

Thanks.

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
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    Hi @Andrew James

    Hope you are fine, i can create this application for you but i need some additional information and a copy of your sheet  (after removing or replacing any sensitive information). This will make it easier for me to provide the appropriate answer to your question.

    please call my Email : Bassam.k@mobilproject.it

    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Andrew James

    I hope you're well and safe!

    Would it be ok if you see the available tag numbers together with the form in a dashboard or similar?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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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