Context
Sheet 1 (Budget) contains the budget for a division with multiple teams. Each line item is associated with a specific project/team ([Project Name]). Each project has a Cost Center [CC] number and internal order number [IO] to tie spend back to the specific project at the end of each month (pulled from master list, column name [CC/IO]).
Sheet 2 (PO requests) - users fill out a Smartsheet form to request a PO. The resulting request is captured on the sheet and there are some additional fields for admin-related tracking. POs may only be submitted is there is already an approved budget against it (business rule).
On the PO requests sheet (Table), I have the columns below with the following logic:
Projects: linked dropdown list that pulls from master sheet of projects
CC/IO: Searches master sheet for [Project]@row and returns the [CC/IO]
Budget Line Item: linked dropdown that pulls the [Expense] name from the Budget sheet based on the [CC/IO]@row or [Project]@row on the PO sheet (doesn't work, dynamic filtering not yet available)
Objective
End goal: Link a PO request to a specific line item on the Budget
I would like to create a conditional logic dropdown option on the PO submission form where after a user selects the [Project Name] from the drop down, the [Budget Line Item] dropdown is filtered to select only line items associated with that project.
Help needed:
In the absence of dynamic filtering of linked columns, is there a way to achieve the end goal?
