Shared Filters Not Working

Shawn R

In one of our sheets I want the ability to "force" users to view a sheet through a filter. We have a lot of rows that are added on a daily basis and I want those rows to be hidden if the completed column has been checked. This makes it easier to navigate the sheet and find the open actions that need to be addressed.

So I created a filter to hide completed rows and shared that filter and set it to default. In the screenshot below you can see that its the default view.

 

It applies and works for me, but does not for everyone else despite it saying that the filter is the default view on all users, not just myself. Any ideas?

 

Theresa Goodwin

Could be due to permission types? What about doing this with a report instead?

Andrée Starå

Hi Shawn,

What happens for the others?

Does it say "No Filter" and is the filter selectable?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Shawn R

The screenshot above is not from my PC but from a standard user. So it shows selected but it doesn't seem to apply the filter.

Shawn R

Theresa,

Reports will not work because data needs to be edited rather than just viewed. Unless I am mistaken I didn't think there was a way to edit data from a report back to the source sheet. Even if there is most users do not have the knowledge to build their own reports correctly, so that would fall upon me. Its an option for sure so thank you for the suggestion.

As for permissions, all users have the editor permissions. I would assume that would be enough but for the sake of it I upgraded one user to admin to see if they could see the filter and apply it. But its the same result as before.

Andrée Starå

Did you get it working?

Can you share more screenshots or the sheet?

Best,

Andrée

Shawn R

Yes, I got it working. Despite the filter showing as default on the sheet info for all users (like the screenshot above) they still need to select the filter button and choose that pre-made filter from the list. I don't assume there is a way to force that filter on all users, if there is that would be an even better solution.

Andrée Starå

Great that it's working!

The users shouldn't need to select it because you've set it as default.

Can you share it (or a copy) with me and I'd be happy to take a look? (share too, andree@getdone.se)

Best,

Andrée