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    Form Logic

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    in Smartsheet Basics

    I'm trying to create a form which pre populates parts numbers and associated data when the primary number is selected.

    For instance if I select Red Pen P/N RED1 the next form field would pre populate as RED and the next as PEN.

    I've field 3 columns on the main sheet with all the drop down menu information for each part. However, I'm unsure how to connect the associated information across the columns.

    In short when a person demands a red pen, I don't expect them to know the P/N or other details. But would like the form to populate this information from the drop down menus.

    Can this be done? Can any one help please?

    Many thanks in advance.

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    Best Answer

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      Answer ✓

      Hi @Ed Gadd I don't think you can get form fields to populate based on previous selections. But what you could do is not include the fields you want to prepopulate in the form and have them in the master sheet with an IF formula that selects the correct data based on the person's answers.

      So if you have a field that allows the person to request a red pen, you don't include the field P/N in the form but have it as a separate column with the formula =if(column@row = "Red Pen", "RED1", etc…

      The other option would be to have multiple field options with logic set up so that based on the P/N chosen the options are limited for the next field. You could then set up another column in the master sheet that selects the populated field out of all the columns that would then be set up. This is a bit time consuming though and means you end up with loads of columns in the master sheet. I've done this before and it ends up looking something like this where the options for Type are based on the equipment chosen:

      image.png

      I then set up another column in the master sheet that presents the data from the 'Type' column that isn't blank.

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    Answers

    • ✭✭✭✭
      Answer ✓

      Hi @Ed Gadd I don't think you can get form fields to populate based on previous selections. But what you could do is not include the fields you want to prepopulate in the form and have them in the master sheet with an IF formula that selects the correct data based on the person's answers.

      So if you have a field that allows the person to request a red pen, you don't include the field P/N in the form but have it as a separate column with the formula =if(column@row = "Red Pen", "RED1", etc…

      The other option would be to have multiple field options with logic set up so that based on the P/N chosen the options are limited for the next field. You could then set up another column in the master sheet that selects the populated field out of all the columns that would then be set up. This is a bit time consuming though and means you end up with loads of columns in the master sheet. I've done this before and it ends up looking something like this where the options for Type are based on the equipment chosen:

      image.png

      I then set up another column in the master sheet that presents the data from the 'Type' column that isn't blank.

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    • ✭✭✭✭

      @Jeremy_D. Thanks for your advice and suggestions. Many thanks.

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