|Imagine being able to connect two or more worksheets and create an end-to-end workflow!|
The link to worksheet column lets you do just that while helping you build a super-strong work base.
How's it done?
The link to worksheet column acts as a dropdown column with values that are pulled from the column of another worksheet.
We will be showing you an example wherein columns of a city database will be pulled onto the dropdown of another worksheet.
Source Workspace - Select the Workspace where your target Worksheet is residing
Source Worksheet - Select the Worksheet from which you want to pull a column as a dropdown in the current worksheet
Source Column - Select the column that you want to pull as a dropdown list in the current worksheet
Link to Worksheet
The dropdown can be configured to allow either multi-selection or single-selection of values.
There are two options that can be toggled on or off according to your need:
- The default option is used when you want to auto-populate the first value from the list in the field.
- Remove when selected is used for cases when the same value is not supposed to be selected more than once.
Post this, hop on to Step 2 of the Link to Worksheet Column and feel free to combine different filters on the source worksheet while pulling only the values that are required.
Step 3 is similar to the LOOKUP feature on excel which lets you connect columns with each other. It helps you create dependencies for your dropdown list.
For example, if we are pulling the list of districts from the source worksheet (City Database), we can apply a dependency on the city column created earlier. This aptly shows the districts that are pulled based on the city value selected by the user. Also, multi-level dependencies can be added to create a chain of columns connected to one another.
| Please note Step 2 & 3 are optional and can be skipped.