Smarter Dropdowns
Centrally control Smartsheet dropdown lists in multiple sheets across entire folders & even workspaces.
Save hours of admin time and prevent data inconsistencies.
Run from sheets and reports
Target whole folders and workspaces
Update text and contact list columns
Centralised management
Check out our Smarter Dropdowns demo video
Core benefits
Time saved
Automatically send lists of data from sheet and report columns to dropdown lists in nominated sheets. No need for manual updates.
Scalability
Set your scope to individual sheets, all sheets in a folder or even an entire workspace to keep dropdowns updated across your enterprise.
Consistency
Maintains data uniformity by ensuring all your key dropdown lists are updated from one central source.
Example use cases
You have over 200 project sheets and need to add a new Project Manager to the list
You won’t want to do this one manually! Use a list of Project Managers as a data source and set Smarter Dropdowns to update the “Assigned to” column across the entire Projects workspace.
You want to select a product name in a form, but the list of products keeps changing.
Use Smarter Dropdowns to keep the list of products up to date by using the list of names from the Products sheet as a data source.
You need to select only a supplier with up to date insurance
Use a Smartsheet report to create a filtered list of suppliers with up to date insurance. Use this report as the data source for Smarter Dropdowns to send a current list of suppliers to required sheets.
What do our clients think about Smarter Dropdowns?
Frequently Asked Questions
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Yes, but… Smartsheet’s new Linked Dropdown Columns feature is great for basic use but has a number of key limitations. It has to be configured in every sheet and can’t pull data from reports.
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Not at all! Set your destination to a Folder or Workspace and ANY sheet created or moved there will start to receive your updates and you won’t even have to change the configuration.
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Smarter Dropdowns pulls data from columns in Sheets or Reports. This can be a dedicated source sheet or from existing data anywhere in your Smartsheet environment.
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Yes indeed! Smarter Dropdowns will remove duplicate values and blank cells to give you a properly formatted list of options.
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Absolutely! The default order is alpha-numerical, so your source data can be in any order and Smarter Dropdowns makes sure your dropdown lists are sorted. You can also choose to KEEP the source order, so if you need to keep your lists in a familiar order, Smarter Dropdowns can do this too.
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The Smarter Dropdown app will run every 10 minutes or so to make sure your dropdown lists are always up to date. If you need to push an update more urgently, Smarter Dropdowns has some handy Run Now options too.
How does Smarter Dropdowns make Smartsheet even Smarter?
Smartsheet has recently added dropdown management to its core product. Here’s how Smarter Dropdowns could be better for you:
Where can I get my value list from?
Smarter Dropdowns => Pulls source data from sheets AND reports so makes use of filtering
Smartsheet => Can only pull data from sheets so No filtering
How easy is it to set up?
Smarter Dropdowns => Can update all sheets in a workspace with a single configuration
Smartsheet => configured in EVERY SINGLE sheet
Can I retro-fit updates to existing sheets?
Smarter Dropdowns => Yes! Easily update sheets, folders or workspaces
Smartsheet => You'd have to edit EVERY sheet to add the automation