Expand filtered rows
When a filter is applied I can only see the parent rows and would like to expand the sections below. Can anyone suggest how I can do this please?
Answers
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Hi Maricia,
You'd probably need to filter differently.
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
I hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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https://us.v-cdn.net/6031209/uploads/207/GER0TO1QTLV3.png https://us.v-cdn.net/6031209/uploads/406/4HB0IKMZ133Y.png
HI. Thanks for responding. Attached is a screenshot of the sheet after filtering and a shot of the filter itself. Thanks
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Happy to help!
Can you also share a screenshot of at least one parent expanded?
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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https://us.v-cdn.net/6031209/uploads/202/YCZWWLCPIBCX.png https://us.v-cdn.net/6031209/uploads/927/BZ63KD2XNLM9.png
Sure. Please see attached. Thanks
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Thanks!
What are the four values you have for the Award Status?
Do you always want to show the parents if one of the children match the filter?
For clarity, It's not possible to expand the filtered view, so we will need to create a filter that shows parents and children in the way that you need to.
Make sense?
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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Ah OK, yes makes sense.
The values under award status are:
Approved
Declined
Approved with Queries
Withdrawn
Awaiting Assessment
We give grants to various organisations, so Id like to be able to filter successful grants from a particular organisation and then be able to expand from there. But if I cant, then yes, creating a better filter sounds like a good plan!
Thank you
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For this I generally will add in a hidden checkbox column then write out two IF statements. One for the children rows that says if it meets "x criteria" (whatever you are trying to filter on), then check the box, then another for the parent rows that says if there are any children checked then check the parent box. I then build my filter off of the new checkbox column.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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@Maricia Klincke Do you need any help setting it up?
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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Sounds complicated! I'll have a look and shout if I need some help. Thank you so much for taking the time to help me.
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I'm always happy to help!
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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