Dynamic View Search Functionality

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S_Karkhoff
S_Karkhoff ✭✭✭✭
edited 07/04/24 in Add Ons and Integrations

Our team often needs to search by program, client or product numbers.  I can't find a way to do this in Dynamic View other than Ctrl+F, which only returns results that are currently visible on the screen/window.  Any suggestions?

Answers

  • Anthony M.
    Anthony M. Employee
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    Hello!

    You may try using the View Filter on the View Display page of your Dynamic View configuration. We briefly touch on the feature here https://help.smartsheet.com/articles/2478391-dynamic-view-create-administrate-views

    "In the View filter section, you can select a dropdown or symbol column to allow anyone who will have access to the view to apply a quick filter based on that column."

    So, as long as your columns containing the program, client or product numbers are a dropdown column AND your Dynamic View is built with a sheet as the source, you should be able create a filter should accomplish your goal. Unfortunately, views with a report as your source do not fully support filters at this time. This is something we are looking into improving in the future.

    Thank you for your time. Hopefully that addresses your concern. Should you have additional questions or would like to discuss this scenario further, please feel free to open a ticket directly with our support team by following the steps here https://help.smartsheet.com/contact

    Kind Regards,

    Anthony

    Smartsheet Support

  • edpbrook
    edpbrook ✭✭✭
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    Hi Anthony - it has been 4 years since this was requested. any luck getting this prioritized?

    Yes, you can create a filter for each and every search you want to perform on a dynamic view, but that it extremely burdensome for the user and creating a filter doesn't allow you to search across fields - you have to know which field you want to search in and are unable to find search across fields.

  • dcarranza
    Options

    Yes, this is one of the reasons I can't use dynamic view. If it doesn't have a quick search feature, dynamic view is virtually useless to me.

  • Chris Broughton
    Options

    The answer is unacceptable and renders both dynamic view fairly useless in our environment. The same problem exists for sheet viewed via a work app. Again making the feature useless.

    This is a pretty old problem to have not been solved by the vendor. We need to use dynamic views and be able to take advantage of the role based security of the work app. We have been using SS for a number of years and we are considering the cost of converting to a more feature rich application.

  • Joyce Woram
    Joyce Woram ✭✭✭✭
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    Wow, I just put in an enhancement request. We really need this feature and I didn't realize it doesn't go beyond the page that is visible.

    The filter option doesn't work well for us because they only allow AND conditions, not OR.

    If anyone has any tips or suggestions, please let me know. TIA!