Thinking Through Approach

jidun

I need help thinking through an approach in Smartsheet. We have a master list of questions in this "Questionnaire" excel sheet for when we do internal assessments across the different businesses in our group. Depending on the make-up of the businesses, we customize this questionnaire for each assessment. I am trying to automate this by putting in key indicators next to each question. Originally, I thought we can just use the simple column filter functionality in Excel. However, I believe there is a better way to approach this. I am imagining the scenario where a person on my team answers about 4-5 questions or (selects 4-5 indicators in a menu) and the output is the list of the exact questions we need. Any thoughts on the structure of this idea within the Smartsheet platform?

Andrée Starå

Hi @jidun

I hope you're well and safe!

Can you elaborate and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing)

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

jidun

Hi Andree-

Thank you for reaching out! Actually- we decided to take it a completely different direction (literally had a meeting following this post). We can close this question I had. Looking forward to explore ideas throughout this community.

Jessica

Andrée Starå

@jidun

Excellent! Glad you solved it!

Happy to help!

✅Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!