How to source a Drop Down list from a column in a Report?
I have a "PO Request" sheet where I want a drop down list of Vendors to be pulled in from an ever refreshing report of Approved Vendors. It seems incredible that this drop down has to be updated manually. Is this really true or is there a workaround?
Answers
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HI- I believe DataMesh can help with updating your dropdown details. Or Bridge, if you have it. Bridge is more technical to set up though.
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It seems incredible because it is. Smartsheet has been avoiding this for years.
Below are official open ideas 'On Wishlist' that would fix this. Please vote
https://community.smartsheet.com/discussion/92421/dynamic-dropdowns
https://community.smartsheet.com/discussion/93204/datasources-for-dropdown-menus
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Data Shuttle will do this. Export the list of vendors to a csv attached to the PO Request sheet, then another Data Shuttle to import the csv to the pulldown for the column you want.
The one trick is that if you want to have the list sorted you have to remember to sort the source sheet. We get around this by using the Smartsheet API and have a job that runs every hour to sort the sheet,'
/marc
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I am answering here as well!
I hope you're well and safe!
I recently developed a solution for a client where the Dropdown lists are kept updated using the premium app Data Shuttle.
Is that an option?
I hope that helps!
Be safe, and have a fantastic week!
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, Awesome, 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 Andree, do you have a link where I can learn about this data shuttle and how to set this up please. cheers matthijs
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sorry I found the link quick enough. How much does this cost please? Any ideas. I'd rather not contact the sales people to find out if I can avoid it.
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Excellent!
You're more than welcome!
Feel free to reach out at andree@workbold.com, and I'd be happy to help you with the Data Shuttle license and more.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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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How much does this Data Shuttle cost please? Any ideas.
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I need more information before I can answer, and it's best to take that outside of the Community.
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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