Pre-populate a form with information from a different sheet

bowinte

We use SmartSheets to manage projects. I have a sheet called "Design Intake" and that is the sheet we use to track projects. All projects are assigned a project ID.

I want to manage change control in a different sheet because I anticipate some projects will have many change requests. When someone has a change request, I want them to complete a change request form and I want the form to pre-populate via a drop down list all Project IDs (project IDs will originate from the Design Intake sheet) so they can choose what project they need to submit a change for.

I've found similar questions but could not follow how they completed this. I do not want to use a "Update Request" workflow. I need it to be a sheet so that I can easily track and manage changes.

I tried data mesh but that doesn't seem to have the correct function for what I'm doing.

I have created workflows for things like approval processes but the change system needs to utilize a form with a sheet.

Andrée Starå

Hi @bowinte

I hope you're well and safe!

I recently developed a similar solution using the Premium App, Data Shutte. The client needed to keep multiple Dropdown lists up to date on various sheets.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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bowinte

Thank you! Unfortunately, we do not have a premium account. Is there another option?