Portal/Report that can update based on filter applied

edited 12/09/19 in Smartsheet Basics


I am trying to create a report/portal whereby i can create a page that can show me information from 2 sheets. We have a recruitment process and I want to be able to show a page which has the following information:

* Employee details (pulled from sheet A)

* All the positions the person has applied for (pulled from sheet B)

There are about 600 employees so i need a way to select the employee number as example and need the rest of the information in the bullets above to then populate based on the filter selected.

Any ideas please?



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Lizel,

    There are a few different ways to structure a solution.

    Depending on the structure, we will probably need to use cross-sheet formulas and a VLOOKUP or combination of INDEX/MATCH.

    Is each position they've applied for on a separate row in sheet B?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

    Hope that helps!

    Have a fantastic week!


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD



    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.