Shared filtering

BriRichardson96
edited 12/04/24 in Smartsheet Basics

I am trying to share filters i set up to my collabs. Am I able to do this on Smartsheet Pro, or the trial account?

Thank you

Answers

  • Michelle Choate 2
    Michelle Choate 2 ✭✭✭✭✭✭

    No, you cannot share filters on a Smartsheet Pro trial account; the ability to share filters is only available on Business and Enterprise plans, meaning you can only create and use filters for yourself during a Pro trial. 

    Key points about Smartsheet filter sharing:

    • Limited to higher plans: Only Business and Enterprise Smartsheet plans allow users to create and share filters with others. 
    • Permissions required: Even on higher plans, only sheet owners or admins can share filters with other collaborators. 
    • Trial limitations: A Pro trial account only allows users to create filters for their own use. 

    This request has been made in. Go and vote for it here:

    Michelle Choate

    michelle.choate@outlook.com

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