Is it possible to use a lookup in a form dropdown list yet?
I have a form that needs to have two questions where the answers need to reference a list on another sheet. Is this available in Smartsheet yet? How are other users getting around this issue if it's not available?
Answers
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Are you able to provide more details and possibly some screenshots / examples?
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Hi,
I hope you're well and safe!
Do you have access to the Premium App, Data Shuttle?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!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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Apparently, my license is premium and I may have access to data shuttle. Is the functionality there if I did?
I simply need a dropdown from a form to reference a list on another form so that the answers can be managed in one place as Employee Names and Customer Names are added or updated. Thanks!
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Whether or not it is possible depends on the details. Are you able to provide screenshots / more context?
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Excellent!
Happy to help!
Yes, then you can use Data Shuttle to keep the dropdowns synced and depending on your use case you could also use so-called helper column to s
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!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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I had to post again because I can't edit the other one.
Excellent!
Happy to help!
Yes, you can use Data Shuttle to keep the dropdowns synced. Depending on your use case, you could also use a so-called helper column to show specific options depending on what's selected.Have a look here.
Would that work/help?
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!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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Thanks for the feedback! So I am giving this a shot and when I am creating my upload to my target sheet, I don't have an option to Update dropdown choices. I only Relace all Target sheet rows with data from the input file or Merge data into the target based in a key column value. Am I missing something?
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I've had a similar issue in the past where "update dropdown choices for selected columns" wasnt displaying.
Can you check what your permissions to the source sheet are?
Also check that a source file is still selected on the "Source" Page of the workflow setup.
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Excellent!
Happy to help!Can you share some screenshots? (Please delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!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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