Can I filter a contact list via Data Shuttle?

Hello!

I'm interested in shuttling data from a primary sheet to secondary sheet by the contact assigned in two different columns on the primary sheet.

I'd like to bring rows over where Maggie is listed as Coordinator or Back up Coordinator - 20 rows on the Primary Sheet meet this criteria when I create this filter:

When I create an offload data shuttle with the following filter:

It doesn't seem to see Maggie on the Primary (source) sheet.

Can you use contact columns on data shuttle?

Thank you!

Meredith

Meredith Rhodes, PhD

ClinicalTrials.gov Specialist

UW School of Medicine & Public Health

UW Clinical Trials Institute

mkrhodes@clinicaltrials.wisc.edu

Tags:

Answers

  • Meredith Rhodes
    Meredith Rhodes ✭✭✭✭

    OPE! I think I just solved my problem.

    In case anyone else can learn from this - you apparently filter on the email address, rather than the name listed as the contact. This worked!

    Meredith Rhodes, PhD

    ClinicalTrials.gov Specialist

    UW School of Medicine & Public Health

    UW Clinical Trials Institute

    mkrhodes@clinicaltrials.wisc.edu