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Can someone explain to me how to share a filter with another person viewing the sheet?
Thanks
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!
Andrée Starå
Workflow Consultant @ Get Done Consulting
Are you the owner of the sheet?
Andrée
Which Smartsheet plan do you have?
Found this: Only Business, Enterprise, and Premier accounts can share a filter to other collaborators.
Hope that helps!
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?
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.
Anyway we can make this view only for security purposes? We would like to prevent users from sending responses to other users by accident.
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
Is there a way to revert to the old dashboard look and feel. The new dashboards do not look good at all. There is no way of knowing if there are additional items in the widgets until you scroll over one to learn there is more to it since the vertical bar doesn't show. We have hundreds of dashboards and they will all need…
