Cascading Forms

Nick Burrus

Cascading Form data sets is one of Smartsheet's missing capabilities that I believe would be a game-changer for many alternative providers. Cascading forms are a very effective technique that can be used to compress form data and limit down options in order to narrow a workflow or collect more accurate data.

Recent usage of a Cascading Form is likely. For instance, after selecting your Country, a list of States is displayed. This demonstrates the effectiveness of Cascading Forms.

For Example, if I have a dropdown titled Animal Type with the following options:

• Water
• Land
• Flying

I would like to be able to include conditional alternatives. If my response is "Water," I would like to be able to load in the following dropdown a series of the following options for a field titled Animal Species:

• Whale
• Dolphin
• Fish

But, if I choose Land

• Dog
• Cat
• Mouse

Etc. So, when the form is finally submitted, Animal Species is Dolphin for example. Doing this with the current method is very messy, and it is very difficult to manage a cascading data set correctly.

Many alternative services such as DocuSign, ProntoForms, Office 365 Excel Forms, AirTable, etc allow you to point to 1 sheet (CSV, Excel Sheet, or an online spreadsheet) in order to create a cascading table automatically form form data fields that are mapped.

This can accomplish two highly requested features:

1. Allow dropdown values to be mapped to another sheet's column in order to allow dynamic updates. (This is what ddupdate does, and there are well over 500 posts in this forum alone about it).
2. Allow advanced cascade features to allow Smartsheet (and hopefully offline forms) to compete in the field.

We've had to turn away lucrative oil companies, etc from Smartsheet, simply because Cascading data on large amounts of forms was difficult to effectively manage.

Cleversheet

@Nick Burrus, I assume you’ve already tried parsing your columns such that, for example, you have a [Land Animal] column with Dog/Cat/Mouse, so that when the form user selects Land as the [Animal Type] then form logic will present them the [Land Animal] dropdown—and accordingly not the [Water Animal] or [Flying Animal] dropdowns.

Nick Burrus

https://community.smartsheet.com/discussion/comment/347407#Comment_347407

Yep. The issue is , this gets dirty fast for large data sets. :(. We use Enterprise level addons, etc, now for this client and they're paying upwards to almost $100 grand a year for Smartsheet for a few users. They have ended their interest in Smartsheet to go to a competitor that supports cascades natively. Our other clients are still on SS. Just cascades are a "will be really nice" feature for a lot of things. We're currently building out a proof of concept for an energy company that wants over 164 variations of cascades.

Nick Burrus

We just lost a health services client moving to Smartsheet over the lack of cascades for a massive survey they want to do. We did find a solution with zoho forms/analytics if anyone is looking for that.

Definately do want to be able t obring them home to Smartsheet one day!

vdemattei

I've been addressing this with logic in my forms, but on a much much smaller scale. It it already cumbersome on a small scale. It's terrible that clients are walking away from Smartsheet because of this missing feature. My client is also utilizing other products (Form Assembly) because of the missing features in Smartsheet's forms. Very unfortunate.

Nancy Williams

Almost every form I build would benefit from cascading dropdowns, often multiple. As noted above, it is highly tedious and often prohibitive to require multiple columns for what should be able to be captured in one column. In many cases, it requires upwards of a 1/2 dozen columns between the different groups and data consolidation helper columns. Multiply this over several datasets within a single form, and you rapidly diminish the number of rows that the associated sheet will accommodate.

veronica.cortes55311

I am in the same boat, building sheets for our customer support. We have 180+ companies and building these dropdowns has become cumbersome. We are hoping to stay with SS a long time as it offers much more functionality than what we were using, but this would be a huge win to keep it! I hope to see this enhancement soon!

Nick Burrus

DocuSign, Laserfiche, Excel, OpenOffice/LibreOffice Web plugisn, AirTable, FastForms, JotForms, SurveyJS, Monday, Formstack, Connecteam, Trello, Asana, Atlasstian, Jira, ServiceNow, and many more now support this.

Smartsheet is now the sole Project Management software on the market that doesn't have this support. It could've been the first, when this request was submitted. Now, it's the last.