Auto Populate Form Field Based on Form Field Entry
Hello Smartsheet Wizards,
Is there a way for a form field to auto populate based on a different form field entry?
For example, our contracts have different authorized signatories (Field 3) based on the type of contract (Field 1) and value of the contract (Field 2).
I would like Field 3 to auto populate based on what is entered in Fields 1 and 2.
For example, Field 1 drop down selection is "independent contractor" and Field 2 drop down is "up to $25k."
Based on Fields 1 and 2, "VP of Operations" from the drop down auto populates as the authorized signatory.
Fingers crossed for some magic!
Cheers,
OxfordCommaUser (always)
Answers
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I hope you're well and safe!
It might be possible to structure a solution using the Form Logic and Helper Columns / Form Fields with set default values.
Make sense?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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Hi Andrée Starå,
Appreciate your response. If you have the time, I'd appreciate a little more hand holding on how "Form Logic and Helper Columns / Form Fields with set default values" will help me implement Field 3 populating a specific value based on what's entered in Fields 1 and 2.
- E.g. If Field 1 is General Contractor and Field 2 is $25k, then Field 3 populates with VP of Operations
- E.g. If Field 1 is General Contractor and Field 2 is $50k, then Field 3 populates with EVP of Operations
- E.g. If Field 1 is Event Contract and Field 2 is $5k, then Field 3 populates with VP of Development
Logic Rule #1
- If Any (insert contract type) is entered, then display Value Field.
Logic Rule #2
- I'm stuck here, because I don't simply want a Field to appear, I want a specific value within a Field to appear based on how Rule 1 and Rule 2 are answered.
How are Helper Columns the solution?
Do I create separate Helper Columns for every possible Field 3 outcome? Title each Helper Column accordingly (e.g. outcome 1, outcome 2, etc.), and then provide a single, required drop-down option (e.g. VP of Operations, EVP of Operations, etc.) that the person completing the form is forced to select?
I think I'm answering my own questions as I "talk" through this. :)
If I'm missing something or completely off, please let me know. Otherwise, I'm going to submit this comment so it's here for others.
Cheers,
OxfordCommaUser
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It worked! After building out every possible outcome (each having its own Helper Column), then linking the rules accordingly, I was able to accomplish what I wanted: that Field 3 auto-populates (w/default value) based on what was entered in Fields 1 and 2.
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Excellent!
Happy to help!
I've developed one with Rank 1-4 for 4 items, and if you select Rank 1 for Item 1, you'd only get Rank 2-4 as options, and then if you choose 3 you'd get Rank 2 and 4. It took some time to structure with all the different options.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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