Form Drop Down Populated by Separate Sheets?
Is it possible to connect a drop down column in a sheet to another sheet as a lookup for relevant values? This would enable centralized control of values ensuring they are accurate for form submission. Looking at articles on Data Uploader, this would be too powerful for the specific use case below.
Obj: Users are only able to request features/enhancements to active projects.
Form field would be populated via a lookup to a separate sheet which pulls only active projects based upon the portfolio summary. As projects complete or are added the "active project sheet" would be dynamic and update, thereby altering the choice selections available for users in the form.
Best Answer
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Andrée Starå ✭✭✭✭✭✭
@Taylor Compton - NOAA Federal
Here's another article.
- Update Dropdowns—Replace Smartsheet dropdown values in Column Properties, from values within your Excel or .csv file
Would that help?
The other option would be the Smartsheet API or another 3rd party solution.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Answers
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Andrée Starå ✭✭✭✭✭✭
Hi@Taylor Compton - NOAA Federal
A solution that might be perfect for this use-case is the premium add-on, Data Uploader.
Is that an option?
More info:
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅我的帖子(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Good morning@Andrée Starå,
The articles I read seem that data uploader was more geared toward external Smartsheet data e.g. SQL tables. That is not ideal as it would split the data into two locations. That solution appears that I would need to create SQL tables to pull in "active projects" from Smartsheet, store in SQL, then push back to Smartsheet as a drop down column. An outcome of this ask is to streamline the process and keep it within Smartsheet. Does the data uploader connect between sheets?
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Andrée Starå ✭✭✭✭✭✭
@Taylor Compton - NOAA Federal
Here's another article.
- Update Dropdowns—Replace Smartsheet dropdown values in Column Properties, from values within your Excel or .csv file
Would that help?
The other option would be the Smartsheet API or another 3rd party solution.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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@Andrée Staråthanks for linking that article. Based on the text below, it only seems that data uploader would be able to integrate data within Smartsheet as an attachment. It may be a possible solution if I am able to create an attachment based on a report run of active projects. Still seems clunky and cost prohibitive for an active project list which is only ~30. I appreciate your input.
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Andrée Starå ✭✭✭✭✭✭
@Taylor Compton - NOAA Federal
Happy to help!
Yes, I agree, and it would be great if we had a syncing feature between dropdown lists.
Please submit an Enhancement Request when you have a moment
✅Remember!我的帖子(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Nancy Kuhns ✭✭
Have there been any upgrades/updates made in this area in the last 2.5 years or is Data Uploader still the best way to do this?
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Andrée Starå ✭✭✭✭✭✭
I hope you're well and safe!
Unfortunately, It's still Data Shuttle, the Smartsheet API, or a 3rd-party service/solution that is the option, but it's still an excellent idea!
To add your vote!Please submit this as a Product Feedback or Idea(If it hasn't been added already)when you have a moment.
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅我的帖子(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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marc4 ✭✭✭
We find that there are two ways to do it:
If you only need to update a few sheets, then we have the master sheet and use Data Shuttle Offload to export the data to update the pulldown as a single column csv and then one Data Shuttle Upload to update the dropdown for each sheet.
In one of our situations we have hundreds of sheets to update so we use Data Shuttle Offload to export the data as a single column csv. Then we have a small script that uses the API to walk through every sheet in every workspace looking for a column with a specific name and update that column with the data from the csv.
Now that we have the script, it's easy to just change the name of the field we are looking for and the csv file to use to update the data.
/marc
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HAS() will only return true under three conditions.<\/p>
- The cell is a multicontact cell and contains a match for the contact<\/li>
- The cell is a multiselect dropdown and contains a match<\/li>
- The cell is not a multicontact or multiselect dropdown and contains ONLY and EXACTLY the text you are matching against. <\/li><\/ol>
I am assuming your row in question is a standard Text\/Number cell? If so, you will need to get somewhat creative with some CONTAINS() statements.<\/p>
This will narrow down your matches to only cells that contain a space both before and after TAC. If, however, TAC can appear as the first or last \"word\" in the cell, it would not match in that circumstance as there would only be a space on one side.<\/p>
=IF(CONTAINS(\" TAC \", [Column Name1]@row), 1, 0)<\/p>
<\/p>If TAC can appear as the first or last \"word\" in the cell, this will cover those possibilities as well.<\/p>
=IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\"), 1, 0)<\/p>
<\/p>If it is possible that TAC will be the exact entry of the cell, you will need an additional statement to cover that, as there would not be spaces on either side. This will add that option.<\/p>
=IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\", [Column Name1]@row = \"TAC\"), 1, 0)<\/p>
<\/p>If there are other situations you may have in your sheet, i.e., TAC inside parenthesis, or before or after punctuation, etc, you will additional statements to include those options as well.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":109170,"type":"question","name":"COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","excerpt":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another dropdown of project names to select from), and Severity (this column displays a \"High\", \"Medium\", or \"Low\" value based on the calculated score in column…","snippet":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another…","categoryID":322,"dateInserted":"2023-08-18T20:29:26+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T21:13:12+00:00","insertUserID":165367,"insertUser":{"userID":165367,"name":"Shari D","url":"https:\/\/community.smartsheet.com\/profile\/Shari%20D","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-18T21:12:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":10,"countViews":93,"score":null,"hot":3384789758,"url":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","format":"Rich","lastPost":{"discussionID":109170,"commentID":391505,"name":"Re: COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391505#Comment_391505","dateInserted":"2023-08-18T21:13:12+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-18T21:12:26+00:00","dateAnswered":"2023-08-18T21:01:48+00:00","acceptedAnswers":[{"commentID":391499,"body":"