How to share filters?

toddjohnfox40571

Can someone explain to me how to share a filter with another person viewing the sheet?

Thanks

Tukee

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

 

 

Mike Wilday

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. 

 

tfassnacht

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,

 

tfassnacht

Please see my screenshot.

 

Thanks.

 

Andrée Starå

Hi Thomas,

Can you share a screenshot of what you see?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå

Are you the owner of the sheet?

Best,

Andrée

Andrée Starå

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

StephL

Request to add this feature to PRO version as it is really needed regardless of team size!

Julius W

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.

Genevieve P.

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?

Alexa Riner

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.