What is Picklist Cell Operations?
ExtendInsights recognize the field type of the field set on your template. For those fields that are configured as list type, we have a feature that you can see the list from your data source from ExtendInsights.
Ways to use the Picklist Cell Operation Feature
Picklist selection pane
Use the search box or select from the list to insert data
Type Data into the sheet
ExtendInsights dynamically identifies picklist values as you type and press Tab/Enter. No need to memorize or look up IDs—just enter part of the name.
🔍 Resolution Process:
Exact match found
If there is an exact match it will be resolved to that value and any other partial matches will be ignored.
For example, the user entered “AAA” and the results (first 1000) contain “AAA”, “AAA BB”, “AAA CC”. “AAA” is considered an exact match and is returned as that cell's resolution.
Multiple partial matches
If there is no exact match and multiple partial matches the cell will remain unresolved and a dialog will be presented in the task pane advising there are multiple matches.
For example, the user entered “AAA” and the results contain “AAA BB”, “AAA CC”. The cell is considered to have multiple matches and remains unresolved.
Multi-Select Field Support
You can type ahead on the cell or choose picklist the panel. Things to take note of for this option:
Type ahead in the cell or use the picklist panel.
Ensure values are enclosed in double quotes (
" ") and separated by semicolons (;)
This simplifies data entry and help reduce errors!