create list based on a word

MMerin · 06/16/20

We have a contractor list that captures our contractors data from a form on our website. Here is the web address if you would like to take a look: https://app.smartsheet.com/b/form/e69cfae30cc14c0ebc35f351bf9129a5

One of the cool features of this list is that it utilizes a multi-select dropdown menu. The challenge is actually finding and compiling information from the list. We would like to be able to pull specific line/row items based on a single word. For instance: I am looking for a roofing contractor; is there a report or way to pull contractor information based on the word "roof"?

Andrée Starå · 06/16/20

@MMerin

Excellent!

Glad we got it working!

Andrée Starå · 06/16/20

Hi @MMerin

Depending on how many options you might have, you could use the Form Logic with helper columns as a workaround.

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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MMerin · 06/16/20

Andrée, I don't know. Can you provide more information as to what you are thinking? I am a visual person so I need to see it in my head to figure this out. I've tried downloading to excel but that seems labor intensive.

Andrée Starå · 06/16/20

@MMerin

I created an example.

I'd be happy to share that example.

Please send me an email at andree@workbold.com, and I'll share it with you.

Andrée Starå · 06/16/20

@MMerin

Excellent!

Glad we got it working!

MMerin · 06/16/20

For all others, this was the fix:

A helper column was created then entered a "=Join()" formula to bring all of the entries from the multi-select columns into the helper column. With this, I can do a filter on that column for a specific word. It totally works!