Issue
User would like to look up the containers of a list of entities in a lookup table, but would like to filter the inventory so they only see containers stored in a certain location. Containers of each entity exist in multiple locations.
Environment
Notebook, Inventory
Cause
Currently, it is not possible to filter inventory based on location during lookup table creation.
Resolution steps
Here is a workaround:
Step 1: Use one lookup table to surface a list of containers.
Step 2: Use a second lookup table to surface the containers' locations
Step 3: Sort by location and delete any unnecessary rows.
Step 1:
Create a lookup table that looks up the container(s) of a specified entity. Enter the desired entities into the Entity column. The Container column will populate; it may show multiple containers in each row.
Step 2:
Create a second lookup table that looks up the Location (the level of location that you would like to filter by, such as Freezer or Site) of a specified container. Insert any additional lookup columns as desired.
To quickly move Container data from the first table to the second, go to the second table and click the '+' button next to the table title, and select 'Add From Structured Table'. Add one of each container. The Container column will populate, and then the Location column will populate.
Step 3:
Highlight the Location column, right click and Sort A-Z. This will group the containers by location.
Delete the rows of any containers in the irrelevant locations, leaving only the desired containers.
Note: If your lab needs to complete this two-step process often, you may want to consider creating a sub-template that contains these two tables, to reduce workload.