Need help with a formula to create a pick list from a column on another sheet

Hi,

We have a Project Intake Sheet that lists the Clients, the Status (active, etc) and the PM's working with each client.

When filling out the Issue/Risk log, I'd like the values which appear in the cells in the client column to be presented as a single option pick list and be limited to only the active projects which the PM is assigned as listed on the Project Intake sheet.

Does anyone know if this is possible and how to create a formula to do this?

Ed

Best Answer

  • MCorbin
    MCorbin Overachievers Alumni
    Answer ✓

    Smartsheet doesn't (yet) have dynamic drop downs (Highly suggest submitting an enhancement request: https://app.smartsheet.com/b/form?EQBCT=739aa75f30ca43a8a22eb53e4da7d409&_ga=2.37989219.1109569095.1515413508-505700647.1490279283)


    If you have Data Shuttle, you can update Dropdowns from another sheet or report. But it wouldn't limit it by the person who is viewing - you could have all of the clients listed, but everyone would see every client.


    Now... If you have Data Shuttle AND your PMs are adding entries to your Issue/Risk Log using a form, you could create a dropdown column specific to each PM, which contains the list of their clients (updated using data shuttle) and in the Form, use logic to display that PM's dropdown column when they add their name in the form: here' one I've done for our PTO tracking that works this way...

    It's not exactly a dynamic dropdown, but it works as a work-around.


Answers

  • MCorbin
    MCorbin Overachievers Alumni
    Answer ✓

    Smartsheet doesn't (yet) have dynamic drop downs (Highly suggest submitting an enhancement request: https://app.smartsheet.com/b/form?EQBCT=739aa75f30ca43a8a22eb53e4da7d409&_ga=2.37989219.1109569095.1515413508-505700647.1490279283)


    If you have Data Shuttle, you can update Dropdowns from another sheet or report. But it wouldn't limit it by the person who is viewing - you could have all of the clients listed, but everyone would see every client.


    Now... If you have Data Shuttle AND your PMs are adding entries to your Issue/Risk Log using a form, you could create a dropdown column specific to each PM, which contains the list of their clients (updated using data shuttle) and in the Form, use logic to display that PM's dropdown column when they add their name in the form: here' one I've done for our PTO tracking that works this way...

    It's not exactly a dynamic dropdown, but it works as a work-around.


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