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Purnima Gore
Purnima Gore ✭✭✭✭✭✭

Hi

The search facility is really helpful, however, is there a way to limit the search to the sheet or report that you are looking at?

For example I may want to search for a customer in a specific sheet, I want to use the search facility, but it shows where the customer is in all the sheets, not just the one that I am looking at.

I looked trying to add the sheet to a dashboard to see if that would work and it didn't.

Within the dynamic view it creates an un-named filter when it would be good if I could just filter without it saving the filter at all.

Thanks

Purnima

Purnima Gore

Cierr Limited

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 10/13/20

    Hi @cierr

    I use CMD + Shift + F on Mac all the time to search the sheet I'm working on. I also select a specific column or range to search that column or range for a client, or similar.



    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • I was searching my entire SMAR instance for a person's phone number in a cell. Martin was the name and search returned a jillion useless snippets of the string.

    By putting an asterisk wildcard at the end, my search behaved as I intended: I got names of Martins and found the one I was looking for...after expanding the search window wide enough to see it in the text string! lol

    Anyway, thank you–I didn't know I could use these search parameters.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @ckemstr

    I hope you're well and safe!

    Excellent!

    Glad to hear it was helpfull!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.