Dynamic Dropdown Setup Guide
Automatically sync dropdown lists across sheets. Defined master lists in one sheet propagate to dropdown columns in any number of destination sheets.
Before You Start
- You need a Source Sheet containing your master list of values.
- You need at least one Destination Sheet with a Dropdown type column.
- You must have Admin/Owner permissions on the Source Sheet to set up the webhook.
Step-by-Step Configuration
- Navigate to Dynamic Dropdown
Open your dashboard and select "Dynamic Dropdown" from the tools menu.
- Add New Configuration
Click the "Add Configuration" button.
- Select Source Sheet & Column
Choose the sheet acting as your master list. Then select the column containing the values (e.g., "Client Name").
- Select Destination Sheet & Column
Choose the sheet where you want these values to appear. Select the target dropdown column.
- Configure Sorting (Optional)
Toggle "Enable Sorting" to automatically sort values alphabetically (A-Z) in the dropdown.
- Configure Filtering (Optional)
Toggle "Enable Filter" to only include values that match specific criteria (e.g., Status = "Active").
- Save Configuration
Click "Save". The tool will perform an initial sync immediately.
Configuration Options Explained
| Option | Description | Required? |
|---|---|---|
| Source Sheet | Sheet containing your master list of values | Yes |
| Source Column | Column with the specific text values to sync | Yes |
| Destination Sheet | Sheet where the dropdown list will be updated | Yes |
| Destination Column | The Dropdown column to receive values. Must be 'Dropdown' type. | Yes |
| Enable Sorting | Sorts the dropdown list A-Z | No |
| Enable Filter | Filters source values based on criteria | No |
How It Works (Behind the Scenes)
SmartSync registers a webhook on your Source Sheet. When you add, remove, or change a value in the Source Column, Smartsheet notifies us. We then read the new list of values, apply any filters or sorting you defined, and update the column properties of your Destination Column to match the new list.
Troubleshooting
- Values not syncing?Check that your Destination Column is set to "Dropdown" type in Smartsheet. We cannot update "Text/Number" columns with dropdown values.
- Duplicates appearing?SmartSync automatically deduplicates values from your source column. If duplicates appear, check if they have different casing or hidden spaces in the source.
- Filter not working?Filters are case-sensitive. Ensure your filter value matches exactly what is in the sheet.