Data Drop Down List

I use SS with my team as a time-tracking solution. I have each employee - 24 of them- (collaborators only) a form they fill out for each job they work at. Each employee has to have their own individual form because I also collect other information, such as rate of pay, PTO, etc. In order to be able to import that data into QB, the data has to match EXACTLY so I have created a dropdown list for the jobs column.

I have a sheet with a master job list that I created using a report from QB so that the job names match exactly and this list needs updated almost daily, (sometimes two or three times a day). Each time this sheet is updated, I copy this list, and then I have to go to each individual employee's sheet and paste that list in the dropdown values box - 24 times each time there is an update.

In a perfect world, I could update my master list and it would somehow sync or update each individual dropdown list. I have tried the trial version of Resource Management and I don't think that is the answer. That appears to be more of a scheduling app and I don't need a schedule. Wondering if anyone has used DataTable? Would this be a solution. There is just not much info on what these apps can do in real life experiences like this and no trial option for most of them. I don't want to purchase something that will not work because these apps are outrageously priced.

In short, I want to take a master list in it's own sheet and be able to sync it to all other sheets as a dropdown column. Possible??

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @McAfee Electric Mgr

    I hope you're well and safe!

    Unfortunately, it's not possible natively, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds 

    • Premium App, Data Shuttle

    I recently developed a solution for a client where the Dropdown lists are kept updated using the premium app, Data Shuttle. It's not real-time, but it could work for your need.

    Is that an option?

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • @Andrée Starå When you say "not in real time" how is it updated? Is it at least daily? Do you know the cost of Data Shuttle? I currently have the Enterprise plan.

    Thanks!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @McAfee Electric Mgr

    Happy to help!

    The lowest you can set it to is 15 minutes, so no worries for your use case.

    Please send me an email at [email protected], because I need some more information to be able to give you a price.

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • @McAfee Electric Mgr Hi, take a look at our Drop Down list app as it may be able to provide what you need. If you need any further info let us know. Cheers - https://www.projectplanservices.co.uk/drop-down-sync