How to create dropdown list to use data from another Smartsheet to auto populate some fields
Reference the image attached.
- I would like to create a dropdown list for #1 from another Smartsheet (Course Catalogue) which contained the list of the courses.
- When one selects from #1, it will auto populate fields A and B from Course Catalogue Smartsheet.
Is this possible?
Answers
-
Hi @Janice Phua,
If you mean you want to collect column values for A & B from the Course Catalog when you select a number, and that number matches a record in a different sheet which contains this data, then you can use the Index/Collect function.
Here is a sample:
- Create a database sheet containing all courses (A, B) with a unique ID for each row.
- Create another sheet to collect student requests (Dropdown for course IDs), and you can create a form to be used by the students.
- When any student submits his request, the following formula will automatically use those data:
Column A formula (convert it to column format formula)
=IFERROR(INDEX(COLLECT({Course A}, {Course ID}, [Course ID]@row), 1), "")
Column B formula (convert it to column format formula)
=IFERROR(INDEX(COLLECT({Course B}, {Course ID}, [Course ID]@row), 1), "")
the following screenshots shows a sample
the courses database sheet
the Submittal sheet
bassam.khalil2009@gmail.com
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Hi @Bassam Khalil,
Thank you for the reply. Sorry that I did not provide more details.
Two files here:
- Main file with the column "Course Name (as per L&D Catalogue)".
- Reference file with the column "Course Name".
I want to create the dropdown list under column "Course Name (as per L&D Catalogue)" to link to the "Course Name" Smartsheet directly.
E.g. when I am adding a new row in the Main file, I can select the course name from the dropdown list (which is link to the Reference file "Course Name"). Once I select the course that I want, it will auto populate the information in Main file cells A and B from the Reference file.
Here is the image from the Reference file and hope I am making sense, thanks.
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Hi @Janice Phua
I hope you're well and safe!
I recently developed a solution for a client where the dropdown lists are updated using the premium app Data Shuttle.
Is that an option?
More info:
Would that work/help?
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
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi @Andrée Starå ,
Sad to say we don't have Data Shuttle as part of our add-on :(
-
Hi Janice,
I devloped an application for this recently. Take a look at my video I put together. I think this is the solution you are looking for.
I hope it fits your needsI'm here to help if you have any questions or need further assistance.
✅ If my response helped solve your problem, please consider marking it as Insightful, Vote Up, or Awesome. It helps the community find solutions more easily!
SMARTSHEET EXPERT CONSULTANT & DEVELOPMENT
David Jasven | Workflow and Business Process Consultant / CEO @ Must.do
W: www.must.do | E: smartsheethelp@must.do | WhatsApp: +1 347 380-7697
Feel comfortable to contact me for any help with Smartsheet, integrations, general business process advice, or anything else. I am more responsive on 🤗Whatsapp.
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