Create a Searchable Phone Directory
Hi Community -
I'm interested in converting my existing excel based phone directory to a more robust, searchable phone directory on Smartsheet. Essentially, I would like for users to be able to either use a dashboard view or dynamic view (or other solution) to look up phone numbers for our hospital. The views would default to a list, sorted by an alpha split, or allow the user to type into a search bar and retrieve the applicable number.
Is this possible? If so, how?
Answers
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Hi @RRIOS
I hope you're well and safe!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots of the Excel file? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
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!
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.
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This might be a little difficult to explain via email. I can share the sheets/dashboard to you though.
The excel file is a little more complicated. That being said, the current excel sheet has multiple tabs I think I can make it so that each "tab" is a different "dashboard" and have hyper links for the user to toggle back and forth; however, I was also hoping that it could have a "Search" box that would all the user to enter a keyword (i.e., "Cardio") and have the departments and numbers that meet that search criteria return.
Is that possible?
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@Andrée Starå, have you had a chance to look at this yet?
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Did you share the information with me?
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.
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