Auto-populating a drop-down cell based on the drop-down selection from another cell

Mike Ferringer · 10/28/21

How do I create an in-cell drop-down that auto-populates based on the selection made from another drop-down in the same row?

Mike Ferringer · 01/09/22

Thanks Andrée. I was able to accomplish this by granting Editor privilege and through automation.

Best regards,

Mike

Andrée Starå · 01/09/22

@Mike Ferringer

Excellent!

Glad you got it working!

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liz.mayeux · 10/28/21

Is this within a form or an entry directly on the sheet/report?

Andrée Starå · 10/29/21

Hi @Mike Ferringer

I hope you're well and safe!

There are a couple of possible workarounds.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Mike Ferringer · 11/02/21

I'm using a sheet and intake form to capture product development opportunities. A sales rep is entering initial data through the form. They have viewer rights so cannot change the data in the sheet.

When an opportunity investigation is "closed" (by the technical group) in Project Status Column, a workflow is triggered to the sales rep requiring her/him to indicate if we "won" or "lost" the opportunity. Once Business Stage changes to won or lost, I want the Project Status to change to "complete" automatically (do not want the technical group to go back in and update status).

2021-11-02 12_15_34-MEF Master List - Smartsheet.com.png

2021-11-02 12_16_17-MEF Master List - Smartsheet.com.png

Andrée Starå · 01/09/22