Is it possible to use a lookup in a form dropdown list yet?

AndrewE · 06/05/24

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?

Paul Newcome · 06/05/24

Are you able to provide more details and possibly some screenshots / examples?

Andrée Starå · 06/06/24

https://community.smartsheet.com/discussion/122962/is-it-possible-to-use-a-lookup-in-a-form-dropdown-list-yet

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

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AndrewE · 06/06/24

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!

Paul Newcome · 06/06/24

Whether or not it is possible depends on the details. Are you able to provide screenshots / more context?

Andrée Starå · 06/06/24

https://community.smartsheet.com/discussion/comment/439616#Comment_439616

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

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Andrée Starå · 06/06/24

https://community.smartsheet.com/discussion/comment/439616#Comment_439616

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.

https://help.smartsheet.com/articles/2482755-dynamic-dropdowns-data-shuttle

Would that work/help?

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AndrewE · 06/06/24

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?

gvattura · 06/07/24

@AndrewE

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.

Andrée Starå · 06/07/24

https://community.smartsheet.com/discussion/comment/439714#Comment_439714

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!

Is it possible to use a lookup in a form dropdown list yet?

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