Look-up Field and Database-Like Display

Bethany Garcia

Does anybody know if it's possible, and if so which add on products you need, to create a front facing user site that has a place to basically input or select a value, and then view data dynamically being pulled from a source sheet for just that value? The use case is that we have a lot of properties, so wanting to create a drop-down with our properties, then when you select one the page shows you values related to that property from a source sheet (address, property manager, phone number, property type, etc). Ideally we'd like to have flexibility to place the values on a page to look like a webpage, where we can group certain fields together and maybe embed a report that is filtered to show only values for that select. Not sure if that is possible, or which products you need to do that.

Andrée Starå

Hi @Bethany Garcia

I hope you're well and safe!

Would multiple people need to show it at the same time?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Bethany Garcia

@Andrée Starå potentially yes, more than one person could be using the view/URL to lookup information at the same time. I'm essentially wondering if I can build a front facing user interface that grabs data from a sheet and displays it to the user for just the selection they chose or entered - like a search function within a database would do (with a sheet basically being the database table).

Andrée Starå

@Bethany Garcia

I've developed a similar solution for a couple of clients. In one of them, I used a form to select a salesperson; when somebody submitted it, the Dashboard would reload with all the information about that person.

It's a fairly advanced solution; if multiple people need to do it simultaneously, you would need one solution for each person/location.

Make sense?

Would that work/help?

cbredehoeft

@Andrée Starå I attended a session at Engage 2023 and they presented a dashboard with this feature. Do you know if this is possible under the business plan?