Smartsheet Basics

Smartsheet Basics

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Calendar app filter

Hi there,

I create a data sheet that connect to calendar app. I have a column with checkbox. is there a way that if I check the box in that column the data on that role will show in calendar app

thanks,

Jess

Answers

  • Hi @Jessica Im

    There are two ways you could set this up. You could either put a Filter in your Calendar App so that you can easily identify rows that have the checked box, but the main Calendar would still show all of your rows (checked or unchecked).

    Alternatively, you could create a Report in Smartsheet to only pull rows that have the checkbox checked, then use the Report as the source of your Calendar instead of the sheet. Would this work for you?

    Let me know if you'd like any further clarification of either option and I'm happy to provide screen captures to illustrate the process.

    Cheers,

    Genevieve

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  • ✭✭

    I would like to see screenshots of how to create a filter to display checkbox items in the Calendar App. The filter configuration does not offer "box is checked" as an option.

  • Hi @lg0576

    Here you go! 🙂

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  • ✭✭

    Thank you! That is helpful. The feedback I'd offer is, it's not intuitive to select "has any of" for a checkbox field. It is more intuitive to use the "equals" or "is blank" drop-down options, neither of which offer a checked/not checked selection. I looked for documentation about the checkbox field, hoping there would be something in Smartsheet's help documents that would tell me which filter logic I should use (the answer being "has any of") but I also didn't find that information. My suggestion would be adding this info to the Help article(s) about filters and about column types, so people know what logic conditions to use when setting up filters. Thanks for considering!

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