Filling in a Form field to show a list from a sheet

Hello.

Smartsheet GRID file contains a Client Master List. Client Master List has Client Number and Client Name columns. My Travel RSS Schedule Request Form for assigning Techs to Clients for travel, asks for the Client Name to be entered into the Form.

So, what I’m wondering is, can Smartsheet query / lookup on a Form field? If not, how can I pre-load from the Client Master List entries (without having to limit it to the list within a dropdown) into the form?

Thank you!

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Accepted answers

Genevieve P.

Hi @Edward Nadareski

No, there currently isn't a way to use a lookup in a Form across sheets. You can do a lookup formula on the underlying grid after the row has been submitted, but not within the form itself. You also wouldn't be able to pre-load the form with the potential values unless you added them as an option in a drop-down, as you suggested (or had them listed in the form description).

Please let the Product team know about your use-case and requests by filling in this form, here!

Thank you,

Genevieve

All comments

Genevieve P.

Hi @Edward Nadareski

Please let the Product team know about your use-case and requests by filling in this form, here!

Thank you,

Genevieve

Edward Nadareski

Hello @Genevieve P.

Thank you very much for you response. I will send in a recommendation as you suggested.

Thanks again! -Edward

Genevieve Van Buhler

@Genevieve P. Has anything been added to SmartSheet since this question was asked to accomplish getting a list from a master sheet to populate a form?

Genevieve P.

Hi @Genevieve Van Buhler

Forms cannot currently dynamically display content from a sheet or do calculations. There are a few related Product Ideas you can vote on to be updated if/when the roadmap status changes!

Cheers,
Genevieve

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