Is there a way to optimize drop down menus?
hello i am trying to have certain values only show when someone chooses one value.
here's an example:
Entity 1
Entity 2
Entity 3
Now based on those three entity there would be a seperate drop down menu with 10 items:
Item 1
item 2
item 3
item 4
Ext...
But if i choose entity 1 then only item 2 and 7 show but if i choose entity 2 then only 2, 4, 5, and 9 would show. I would want this to be used in the form as well so when someone fills the form out and they choose entity 2 in the drop down then in the next drop down they only have the option of item 2, 4, 5, and 9.
The reason for this is because I have multiple entity and I want an address attachted to them without having people fill it in manually but the only probalme with that is one entity name might have 10 different address attached the the entity name. so I want them to have the option to choose from only 10 addresses rather than 100. Is there a way to do this with automation, a formula, or even when I edit a form?
Answers
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Darren Mullen ✭✭✭✭✭✭
@Jeremy OeschUnfortunately you can't do that with native Smartsheet forms. You'd have to use a 3rd party form solution to do that, or code your own form in a web app that can do that. I've done what you are talking about using Appsheet, but that may or may not be a suitable tool for your organization. There are lots of other 3rd party forms out there that will send data to Smartsheet after submission though.
Darren Mullen "Smartsheet Guru", Member,Smart Consulting Services LLC
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Author of:Smartsheet Architecture Solutions
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Jeremy Oesch ✭✭
@Darren MullenThank you for responding. Good to know that i cant do it!
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=TODAY() - IF([Assigned Date]@row <> \"\", [Assigned Date]@row, DATEONLY(Created@row))<\/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":[]},{"discussionID":109212,"type":"question","name":"INDEX MATCH with multiple values question","excerpt":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker that I'd like to check off if the Candidate name AND the Evaluator name match in both sheets. There will be duplicate results for each column…","snippet":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker…","categoryID":322,"dateInserted":"2023-08-21T17:26:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T20:29:09+00:00","insertUserID":165425,"insertUser":{"userID":165425,"name":"MarcM","title":"","url":"https:\/\/community.smartsheet.com\/profile\/MarcM","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T20:24:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3385290352,"url":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","format":"Rich","lastPost":{"discussionID":109212,"commentID":391719,"name":"Re: INDEX MATCH with multiple values question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391719#Comment_391719","dateInserted":"2023-08-21T20:29:09+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+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":"2023-08-21T20:28:55+00:00","dateAnswered":"2023-08-21T19:17:27+00:00","acceptedAnswers":[{"commentID":391690,"body":"
I think I would just use a COUNTIFS in this situation:<\/p>
=IF(COUNTIFS({FY24 Hirevue Response Sheet Range 1}, [Evaluator Name]@row, {FY24 Hirevue Response Sheet Range 2}, [HV Candidate Name]@row) > 0, 1, \"\")<\/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":[]},{"discussionID":109221,"type":"question","name":"Auto populate with current, past, or upcoming text based on year","excerpt":"I am trying to auto populate a column with \"Current\", \"Past\", or \"Upcoming\" based on the year column. So for a row with 2023, I would want \"Current\", but would want \"Past\" or \"Upcoming\" based on what's in the Year column. I've put in the following formula but get an error (#UNPARSEABLE) =IF(Year@row = YEAR(TODAY()),…","snippet":"I am trying to auto populate a column with \"Current\", \"Past\", or \"Upcoming\" based on the year column. So for a row with 2023, I would want \"Current\", but would want \"Past\" or…","categoryID":322,"dateInserted":"2023-08-21T18:28:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T18:51:59+00:00","insertUserID":165112,"insertUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":165112,"lastUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":35,"score":null,"hot":3385288842,"url":"https:\/\/community.smartsheet.com\/discussion\/109221\/auto-populate-with-current-past-or-upcoming-text-based-on-year","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109221\/auto-populate-with-current-past-or-upcoming-text-based-on-year","format":"Rich","lastPost":{"discussionID":109221,"commentID":391688,"name":"Re: Auto populate with current, past, or upcoming text based on year","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391688#Comment_391688","dateInserted":"2023-08-21T18:51:59+00:00","insertUserID":165112,"insertUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+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":"2023-08-21T18:51:50+00:00","dateAnswered":"2023-08-21T18:50:14+00:00","acceptedAnswers":[{"commentID":391687,"body":"
See if this works for you:<\/p>
=IF(Year@row = YEAR(TODAY()), \"Current\", IF(Year@row < Year(today()),\"Past\", IF(Year@row > YEAR(today()), \"Upcoming\", 0)))<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">