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Cloning Filters
Hi! I am setting up smartsheet for different departments in a company. I have 10 filters in one sheet and need the same filters for a different team on another sheet. Is there a way I can clone the filters just as in conditional formatting to be used in other sheets instead of repaating the same process again? Thanks!
Comments
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Hi,
You have the option to share filters if you are on a Team plan or above.
Please see attached picture.
I hope this helps you!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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New Corp ,
heard great things about the app and community and Im honored to be apart of your community.
juan
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Hi Juan,
All is true! Welcome to the community!
Let me know if i can help you in any way.
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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re: "need the same filters for a different team on another sheet"
There is currently no way to export or copy filters from one sheet to another. There does not appear to be any way to do this via the API either.
Add your voice by submitting an Enhancement Request using the link to the right.
Craig
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Yes, please submit a product enhancement request for this feature. You cannot share a filter across different sheets, you have to recreate them one at a time. To be able to copy them when you Save As New would be fabulous.
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Hi Mike,
That's currently possible - look under Data & Formatting when doing the save as new -
Best,
Kara
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Oh sweet! Not sure how I missed that.
