Assigned to filter error?

Hi all,

I have a sheet where we collect some suggestions, which are manually assigned to X person.

I wanted to add a filter where users can see all suggestions which are not Complete and are Assigned to Current user, but also BLANK.

But the BLANK does not function, at all. Even when I leave out any other rules in the filter, it stays empty. Only when I use IS BLANK

Do unassigned suggestions show, but then obviously I can not show where user is Current user (because for some reason filter in sheets are inferior to Report filters).

Any thoughts?

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Accepted answers

Georgie

Hi @MPath,

Another option would be to create a row report, as you’ll be able to set up the filter as desired there. To do so, take the following steps:

Create a new report and select row report.
Select your existing sheet as the source sheet and select the columns you want to see in the report, for example Task Name, Assigned To, and Status.
In the filter builder, set up your filter to show rows where:
1. Assigned To has any of Current User, Blank
2. Status is not one of Complete
Ensure that the operator to the right of the filter shows “And” and click OK.

Your report filter should look like this:

More information about filters in reports can be found here: Create filter criteria in Report Builder.

Does that work for you?

Georgie

All comments

kowal

hi MPath,

Could it be that you are filtering by meeting "All Conditions" at once? and there is no row that meets all criteria?

Have you tried to change "All Conditions" to at leas 1 condition?

MPath

Hi @kowal,

I have, but unfortunatly I do need to filter on all conditions, otherwise rows that have status complete show, and I don't want to them to display.

I need to display rows that are not on status Complete, and are un-assigned or assigned the to logged in user.

kowal

@MPath ,

maybe there is some hidden text in the cells that you think are blank? like formula, linked cells, etc.

I created dozens of filters in Smartsheet and never had an issue to show blank cells.

MPath

No, they are really empty, no formula, nothing hidden. The only thing is I renames it to the Dutch translation of Assigned to (Toegewezen aan)

Andrée Starå

https://community.smartsheet.com/discussion/136284/assigned-to-filter-error

Hi,

I hope you're well and safe!

Can you share some screenshots of the sheet? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

MPath

Hi @Andrée Starå No surprise to see you here! ;)

ID=Auto number

Date

Idee=Idea/suggestion (status indicator, which has formula related to the column to the right of it)

Status Idee=status of the idea/suggestion

Voortgang=Progress (status indicator, which has formula related to the column to the right of it)

=IF([Status Idee]@row = "Nieuw"; "Blue"; IF([Status Idee]@row = "Uitzoeken"; "Yellow"; IF([Status Idee]@row = "Goedgekeurd"; "Green"; IF([Status Idee]@row = "Afgekeurd"; "Red"))))

Melder=Submitter

Onderwerp=Subject

Samenvatting=Summary (short description of the next column, user entered)

Suggestie=Suggestion

Latest comment

Toegewezen aan=Assigned to

Doorsturen R&D=Forward to R&D, a check-flag with automation assigned to it(sends out request when flagged)

Verantwoordelijke R&D=responsible assigned R&D

Product

Etc.etc.

MPath

@Andrée Starå Sorry to bother you. I keep running into this :S

Isaac A.

Hi @MPath!

I tested this on my end and reproduced the issue you're seeing. It looks like the filter isn't able to handle the Current User, Blank, and status not Complete conditions together properly when using the built-in filtering options.

That said, there's a simple workaround using a helper column to combine both conditions into one. Here's how to do it:

Create a new column in your sheet and set the column type to Checkbox.

In that column, use this column formula(make it a column formula):

=IF(AND(Voortgang@row <> "Complete", Voortgang@row <> ""), IF([Toegewezen aan]@row = "", 1, 0))

This formula checks two things:

That the row is not marked as “Complete”
That it’s unassigned (blank in the "Toegewezen aan" column)

If both are true, it checks the box.

Now, create your filter like this:

This way, the filter will show:

Any suggestions assigned to the current user that aren’t complete + unassigned suggestions that also aren’t complete.

Result

This setup should give you the results you're looking for!

Let me know if you need help setting it up or have other questions.

Cheers,
Isaac.

MPath

https://community.smartsheet.com/discussion/comment/480991#Comment_480991

Thanks Isaac A. for your response, 'good' to see it's not me. And thank you for the answer.

I dislike having to add helpercolumns, because I try aim to use as less as possible, it does however do it's job.

One question remains, with the filter you show, I still see all projects that are complete, which I do not need.

I need to show all unassigned/assigned to me projects that are anything but complete :)

Thanks for your help so far, we are almost there! :)

Georgie

Hi @MPath,

Another option would be to create a row report, as you’ll be able to set up the filter as desired there. To do so, take the following steps:

Create a new report and select row report.
Select your existing sheet as the source sheet and select the columns you want to see in the report, for example Task Name, Assigned To, and Status.
In the filter builder, set up your filter to show rows where:
1. Assigned To has any of Current User, Blank
2. Status is not one of Complete
Ensure that the operator to the right of the filter shows “And” and click OK.

Your report filter should look like this:

More information about filters in reports can be found here: Create filter criteria in Report Builder.

Does that work for you?

Georgie

Andrée Starå

https://community.smartsheet.com/discussion/comment/479990#Comment_479990

Hi,

I hope you're well and safe!

No worries! I missed this, but I'm glad you got it working.

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

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