Enhancement Request: Search by case and related items

J. Craig Williams
J. Craig Williams ✭✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

I need to be able to search by case.

I want to search for

RONIN

or

Ronin

but not both.

I have tried various forms of "RONIN" or "RONIN*" and have not been successful.

The specific use case is a TRADEMARKED NAME OR ACRONYM that the user may spell incorrectly due to laziness or just not knowing the difference (and importance to the trademark protection).

If there is a way to do this, I have not found it. I could (and may have to) write a short API program but would prefer not to. (I'd rather be wrong about being able to search by case)

Related to this, I would like to be able to export or otherwise capture the Search results (to text would be fine, csv or Smartsheet Sheet might be better), as often the Search results become a task list. Currently, I am taking a screen shot and marking them off in my graphic editor. This is a bit tedious and there are only 14 lines shown in my Search results window.

Thanks.

This request will also be posted to the Form

Craig

 

 

Comments

  • Hi Craig,

    You might be able to create a workaround with a lookup table. This, of course, will depend on how many companies you need to include in your lookup, but here's what I did:

    1. Created a single column lookup table with correctly spelled company names.

    2. Used this formula in a new column: =IF(COUNT(LOOKUP(Submission1, $[Correct company name]$1:$[Correct company name]$3, 1, false)) < 1, Submission1)

    The formula will compare submissions in one column to the lookup table and return the value if it's incorrect. Using "false" makes LOOKUP need an exact match, including case sensitivity.

    You can then build notifications and conditional formatting as desired based off of this column. You can even apply a filter on all non-blank cells in that column.

    I've attached a screenshot so you can see it in action. Only one company name was spelled correctly, the others weren't.

    Screen Shot 2018-01-08 at 11.15.15 AM.png

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Thanks Shaine.

    I'm searching the whole account, not just one sheet or even one workspace.

    Craig

  • Ah, gotcha. 

    My workaround would be way too much to implement account wide.

  • L_123
    L_123 ✭✭✭✭✭✭
    edited 01/23/18

    Try using match, which seems to discriminate between upper and lower case.

    If you are simply attempting to count how many errors there are, the find function discriminates between upper and lower case as well, and can be used in conjunction with a countif function to sum how many values are incorrect.

    =COUNTIF([Primary Column]:[Primary Column], AND(OR(FIND("L", @cell) > 0, FIND("P", @cell) > 0, FIND("H", @cell) > 0), ISTEXT(@cell)))

    this is a quick formula I built to count how many iterations of Alpha there are regardless of capitalization. You should be able to modify this to your needs.

    That said I might be reading into your request. I'm not sure I fully understand what you need.

     

     

    ax1.JPG

  • L_123
    L_123 ✭✭✭✭✭✭

    The output of my formula is 2 not 5 sorry, I had the incorrect formula in that cell.

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    I am trying to search for something throughout the account. The offending text may be in a column named [Barbara] or a column named [Striesand].

    They might be a Sheet named [Here] and a Sheet named [There]

    I don't care. I want to find mistakes and fix them. 

    If a customer has a trademarked name ALLCAPS, using allcaps is wrong, so I want to provide a means to find and fix them.

    Craig

    Search.png

  • L_123
    L_123 ✭✭✭✭✭✭

    The Find bar  in Firefox offers a “Match Case” option to help you perform case-sensitive searches on a web page.  This does not work in chrome.

    So if you open and run the find function in smartsheet, then run the find function in firefox, it will conditionally highlight the results you are looking for inside of the smartsheet find function. That's all I've got though. Good luck.

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Thanks.

    That only works Sheet by Sheet.

    If it gets raised in priority, I must just do it in the API.

    Craig

  • L_123
    L_123 ✭✭✭✭✭✭

    It works in all sheets on mine. I might have a different version of firefox though. I don't normally use firefox so mine might be out of date.

    ax4.JPG

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭
    edited 01/24/18

    That is the Search function from Smartsheet, not Firefox.

    And your results are showing that it not case sensitive.

    For Firefox to search all sheets would require all sheets to be open in the same Web Page, which they are not.

    Craig

    See clarification below.

  • L_123
    L_123 ✭✭✭✭✭✭

    It is both search functions, look at the bottom of the screen capture. Propagate all the sheets together using the smartsheet find feature, and use the non-case sensitive smartsheet search function to limit the results to possible variants. Use the firefox search feature to highlight the specific case you are looking for. It is case sensitive, I didn't add those highlights after I made the image, firefox did right on my screen. I didn't alter the screenshot at all after I took it. If you look it at the bottom bar it specifically says "Highlight All" and "Match Case".

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Ah, got it.

    With the addition of the * wildcard in the Smartsheet search, this will make my work quicker.

    Thank you!

    Craig