How to NOT save/edit a filter
I want to be able to make a quick change to a filter without saving it. I want the filter I save to be the template, which I can make changes to, but the changes don't edit the template.
I have plenty of useful filters and often want to make small adaptations to them without saving the change. When it saves the small change I made, that filter is then less useful in the future and I would have to delete that parameter to use the filter again. I just want to be able to make small tweaks when necessary, not save it, and continue to use the template filter.
For example, I have a filter that pulls up the prospects that haven't been phone called yet. Depending on that day's circumstances, I may want to focus on the clients in a specific time zone. By filtering for that timezone, smartsheets automatically edits that "No Phone Call" filter, and the next day when I'm calling a new time zone, I have to edit the filter again, remove the old time zone and add the new one.
I only want the template filter saved. Not the miscellaneous information that I filter for that changes daily.
I hope that makes sense. Thanks in advance!
Answers
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Hi,
Unfortunately, it's not possible at the moment, but it's a great idea!
Please submit an Enhancement Request when you have a moment.
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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Not sure why this doesn't have more votes. I also would like saving new filters and changes to an existing filter to be OPTIONAL. The fact that every time I filter for something it saves automatically (even if I don't give it a name) is really inconvenient, because it just keeps the filter list growing unnecessarily. We don't need every single filter (or change to a filter) saved; please make this optional for the user.