Custom Output based on Multiple Variables

03/15/18 Edited 12/09/19

Hi - I'm relatively new, have watched videos and searched articles but I'm stuck.

I have 50+ training products and a ton of potential job roles and location combinations. I'm trying to use SmartSheet as a "database" where I can select from a set of criteria and have that spit out a custom set of recommended training products.

For example:

1. New or Veteran Employee

2. Staff or Manager Level

3. Select one of 100+ job roles

4. Select one of 30 locations

Is that possible to configure in SmartSheet?

Thank you for any insight you can provide!

Comments

  • Hello,

    As long as your sheet data structure has the proper labeling, meaning that if you have a row with "Training Video A" and that row has cells with "New" or "Veteran" labels, "Staff" or "Manager," etc. then you can create a report that takes in someone's criteria and aggregates the specific rows that they need.

    More info on reporting is available in the help center: https://help.smartsheet.com/articles/522214-creating-reports

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