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Can I use MS Office to create a "collapsable list?"

Posted on 2011-03-15
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Last Modified: 2012-05-11
I am helping our sales people do a better job of asking questions when interviewing clients.  I want to create a checklist from a long list of topics that they might potentially talk about, and allow the users to decide, prior to the client meeting, which topics they want to be reminded to ask about.  If I could have them click a box or otherwise mark one of the items on the list, then collapse the list so that only marked items appear on the final list, it would reduce the list from many pages to, say, one or two.  I just converted to Office 2007; my users will continue to use 2003 for some short period of time before they also will upgrade.

So, would Word or Excel offer some method of doing this?  Would appreciate any help; thanks, jn
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Question by:jknichlsn
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dlmille earned 1000 total points
ID: 35142113
One very simple approach is to turn your autofilter on, then de-select options that you don't want - hence the list collapses as you go.

To make it a bit easier, add a column to the left of your list, where the user "checks the box" by putting a 1 in the field next to the list item that is relevant, then autofilter can be used to filter to the final list.

See example where I've created a random set of questions, and only marked a few to "Keep" with a 1 in the leftmost column.  The autofilter is set on the "1".

What's neat about this, is you could have different "keep" flags.  E.g., different "keep" flags for different types of people you're interviewing - 1 could be executives, 2 for supervisors, etc...

Dave
Collapsible-list.xls
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Author Closing Comment

by:jknichlsn
ID: 35142750
Simple.  Easy.  Elegant. Thanks very much (kinda sheepish I didn't think of it myself).

This is my first question to EE, couldn't be more pleased.  Thanks very much.
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