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
SMARTSHEET PARTNER & CONSULTANT / EXPERT
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 about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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!
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 PARTNER & CONSULTANT / EXPERT
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 about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Are you the owner of the sheet?
Best,
Andrée
SMARTSHEET PARTNER & CONSULTANT / EXPERT
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 about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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 PARTNER & CONSULTANT / EXPERT
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 about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Request to add this feature to PRO version as it is really needed regardless of team size!