Report Grouping Work Around

Adrienne Van Halem

I have a list of SOPs and their supporting documents (Forms, Logs etc).

As you can see in the Excel example, we have the SOPs in Green and the supported docs below. Some, like the SOP Training/Retraining Record, are used for multiple SOPs.

I tried:

• Using Gantt functions, added a Predecessor Column but I couldn't run a report on that.
• Deleted all that info, added a Text/Num column so i could enter multiple row numbers to associate.
  • Could run a report but Grouping didn't work right. If a cell had multiple values would group them as one
• Changed that column to Multi-Select Drop Down
  • Wasn't able to run Grouping on that column at all

Does anyone have thoughts on how to develop a work around where I can generate a list like above, where I can tag each row with it's associated SOPs, and then generate a list of all SOPs with their associated documents, allowing for duplication of supporting docs?

Andrée Starå

Hi @Adrienne Van Halem

I hope you're well and safe!

You could maybe add so-called helper columns where you tag them and then use that to group them in the report.

Make sense?

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 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!

Adrienne Van Halem

Andrée Starå

Jun 9, 2021

Hi @Adrienne Van Halem

I hope you're well and safe!

You could maybe add so-called helper columns where you tag them and then use that to group them in the report.

Make sense?

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 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!

Thank you for the reply! Can you say more to how to tag them? I've tried using one helper column with the multi-select options but that doesn't register in the report.

What sort of format would the helper column be to get it to register multiple values? Or multiple?