Filter Formula Question

Alexandra Prescott

I'm working with a large list that I would like to automatically filter according to items selected in a related column. For example, if a user selects Client A in the Client Column, I only want the list items associated with Client A to appear in the drop down list in the Services Column. Is there a formula that I should use to apply this kind of filter? If not, I'd appreciate any suggestions on how to approach this!

Thank you!

Bassam Khalil

Hi @Alexandra Prescott 

Hope you are fine, you can do that i a simple way by using report and filter it by the client.

and if you want it to be done by a formula yes you can do that by using Index With Collect formula. if you want me to help you with that please call me:

My Email: Bassam.k@mobilproject.it

Andrée Starå

Hi @Alexandra Prescott

I hope you're well and safe!

I recently developed similar solutions for two clients (form-based and for selecting metrics), but I'd recommend starting exploring if a Report would work for your use case and need.

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

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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