How to share filters?
Comments
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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
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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.
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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,
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Please see my screenshot.
Thanks.
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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.
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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.
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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.
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Request to add this feature to PRO version as it is really needed regardless of team size!
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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.
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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?
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