Applies to
- Business
- Enterprise
Capabilities
Who can use this capability
To use Data Shuttle, you must:
- Have Owner, Admin, or Editor permissions on the target sheet.
- Have Data Shuttle Premium Application permissions enabled in User Management by your Smartsheet System Admin.
To contact your sales representative and learn more, visit the Data Shuttle Marketplace.
Create dynamic dropdowns with Data Shuttle
You can use the offload and upload capabilities of Data Shuttle to create dynamic dropdowns in Smartsheet sheets and forms.
Dynamic dropdowns can automatically update a dropdown list in one location when that list has changed in another location.
Use Data Shuttle to upload a list of items to update dropdown selections from a list in the same sheet, a different sheet, or a .csv or .xlsx file.
Data Shuttle connection can be established via the intuitive Connections menu on the top navigation bar of the Smartsheet application. Select Connections and choose the desired action. This feature significantly enhances Data Shuttle's discoverability within the app, ensuring seamless workflow management.
Create dynamic dropdowns
This process assumes you will offload the list from a Smartsheet location.
- Create an offload workflow in Data Shuttle to output the source list of items that will populate the dropdown menu in a .csv or .xlsx file
- Create an upload workflow in Data Shuttle to import the offloaded file. Use Update the dropdown choices for the selected columns workflow action on the target sheet where you’d like the dropdown options to be updated.
If you set a scheduled cadence for the offload and upload workflows, your workflows will run automatically and keep your dropdown options in sync with your source list.