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Form Logic - Limit Dropdown Options Offered Based On Selection In Another Field

Ray Lindstrom

I've had many people ask if we can limit the dropdown options in a Form field based off the selection made in another field.

If Field1 is populated with "ABC", the Field2 would only offer relevant (user-defined) values.

Use Case: We work with "Regions" containing "Markets" across the US. Not every Market uses the same software platforms to get the job done. When we're submitting a Form for a Market, we would select the Market from a dropdown. Then we would select which software platform is in scope for the entry being made. The software dropdown values include all of the options for all of the Markets. Ideally, we would like to be able to define which options should be available to select depending on which Market is selected.

I'm aware this can be accomplished with multiple extra columns and a formula or automation. However, native functionality is always nicer than workarounds.

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Idea Submitted

Comments

Paul Newcome

@Ray Lindstrom I believe I remember hearing/seeing something about this being on the roadmap already. I think I heard/saw it in relation to the column linking feature in Table View where you can pull the options dynamically into the column properties from a reference sheet. Or maybe when they announced the filtered option for the dynamic dropdown linking. Either way… I am pretty sure this is on the roadmap already, but I will still add my vote in case I was just imagining things. 🤞

Edit:

Here is a link to it. Further down, @Selin Esener mentions it is already in the works! Hopefully they have the same vision.

P.S. I still added my vote anyway.

https://community.smartsheet.com/discussion/147663/static-filters-for-linked-dropdown-columns-is-now-generally-available

Ray Lindstrom

@Paul Newcome, That's great news! Thanks for sharing! I remember seeing the post now, but I didn't remember it containing dropdown values. I did search for another Product Idea before posting. I hope to see it available soon!

And thanks for the upvote!

Paul Newcome

I'm keeping my fingers crossed for an ENGAGE announcement. I'm not holding my breath, but I will at least keep my fingers crossed.

Ray Lindstrom

Fingers crossed is good. We don't want you passing out from holding your breath. 😉

After taking another look at that post, it leads me to believe the values available for selection will be at the Sheet-level and not at the Form-level. I hope I'm wrong about that. I hope it's available in both places.