Hi Smartsheet Community and Product Team,
Our team relies heavily on Smartsheet for project management and dashboard reporting in our enterprise environment. We recently encountered a challenge where a critical dashboard widget depends on a "Milestones" filter (a shared filter that shows rows where a checkbox column is checked) to display key project data. The issue is that this filter is sometimes missing on certain sheets, causing our dashboards to fail and impacting visibility into project milestones. Manually creating these filters across multiple sheets is time-consuming and error-prone, especially at scale.
According to the Smartsheet API documentation, the API currently supports querying filter definitions and filtered-out rows but does not allow creating or updating filters programmatically. This limitation prevents us from automating filter creation to ensure consistent dashboard functionality. We’d like to request an enhancement to the Smartsheet API to add endpoints for creating and updating sheet filters (e.g., personal or shared filters with criteria like IS_CHECKED or IS_ONE_OF). Ideally, this would include support for specifying filter name, type, query operator, criteria, and settings like includeParent.
Use Case Example:
- Goal: Programmatically create a shared filter named "Milestones" on a sheet (e.g., Sheet ID: 3002035508438).
- Filter Details:
- Name: "Milestones"
- Type: Shared
- Query: {"operator": "AND", "criteria": [{"operator": "IS_CHECKED", "columnId": [specific column ID]}], "includeParent": false}
- Impact: Automating this would ensure dashboards display correct milestone data without manual intervention, improving efficiency and reliability.
Questions for the Community and Smartsheet Team:
- Are there any existing workarounds (e.g., via SDKs, integrations, or unpublished endpoints) to programmatically create filters that others have successfully implemented?
- Has the Smartsheet team considered adding filter creation/update functionality to the API? If so, is there a planned timeline for this feature?
- Are there alternative approaches (e.g., webhooks, automation rules, or third-party tools) to achieve this automation without manual filter setup?
