How to share filters?
Comments
-
When you create the Filter there's a Check Box called "Share Filter" which makes it available to other folks who are shared to the sheet. Complete instructions and a video are here, https://www.smartsheet.com/blog/new-release-save-multiple-filters-enhanced-search-publish-sights
-
And if you've already saved the filter, but forgot to share it, you can choose the filter in your dropdown > select the arrow to the right of the filter name > Choose edit filter and you can make it a shared filter there too.
-
Is this not possible anymore ?
I cannot see the "Share filter" check box either when creating a new filter or editing a new one.
Best,
-
Please see my screenshot.
Thanks.
-
Hi Thomas,
Can you share a screenshot of what you see?
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Are you the owner of the sheet?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Which Smartsheet plan do you have?
Found this: Only Business, Enterprise, and Premier accounts can share a filter to other collaborators.
Hope that helps!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Request to add this feature to PRO version as it is really needed regardless of team size!
-
Do you need to be the owner of the sheet in order to share a filter? We have Business, but even as an admin on the sheet we don't see the share checkbox.
-
Hi @Julius W
Owners and Admins can share filters as long as the sheet is owned by someone on a Business or Enterprise plan. Are you able to share a screen capture of what you're seeing?
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
-
Collaborators have to be licensed to access the settings or share filters, which is unfortunate. I had created some filters to allow users to sort tasks by assignee, and was expecting them to be able to edit the assignee. For our licensing arrangement to work, I have to make a master shared filter for each possible assignee role, which makes for a very long list.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives