Sorting and Filtering

Hello,

I have users who are wanting to sort their filtered view without impacting the data structure. I've seen in a couple threads now that the workaround is to build a report, but non-licensed users are not able to filter and sort within the report I made - so there's really no point to the report now. Does anyone have solution to this?

Thanks

Best Answer

  • Andrée Starå
    Andrée Starå Community Champion
    Answer ✓

    Hi @yheng

    I hope you're well and safe!

    Unfortunately, I don't think there is another way, or at least not a good way.

    One possible workaround would be to have a so-called helper column with the original order so you can always get back to it.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    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.

Answers

  • Andrée Starå
    Andrée Starå Community Champion
    Answer ✓

    Hi @yheng

    I hope you're well and safe!

    Unfortunately, I don't think there is another way, or at least not a good way.

    One possible workaround would be to have a so-called helper column with the original order so you can always get back to it.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    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.

  • yheng
    yheng ✭✭✭

    Thanks Andree. I certainly hope Smartsheet will allow collaborators to filter and sort reports like before.

  • Andrée Starå
    Andrée Starå Community Champion

    @yheng

    You're more than welcome!

    Yes, I agree.

    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.

  • SSFeatures
    SSFeatures ✭✭✭✭✭

    Hi @yheng, I recently built a browser extension named SSFeatures that allows you to sort even when you have filters enabled. This will work for your collaborators as well.

    When you have the extension, you'll notice that you can click the "Sort" button even when filters are applied to your sheet.

    image.png

    However, this will affect the structure of the sheet, since it performs a real sort on the data.

    As long as the collaborator doesn't save the sheet, then it should solve the problem for you!

    Please let me know if you have any questions.

    Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)

    SSFeatures empowers Smartsheet by adding essential features into Smartsheet to save you time. For example: — Auto Sorting — Sorting with Filters — Report PDF Generation — Copy and Paste Conditional Formats — Copy and Paste Automation Workflows — Column Manager — and so many more.