I have a question about calendar filters and sharing.
A collision calendar was created from a form. On this calendar are a combination of different groups and management levels calendars.
Filters were created based off the individual calendars to toggle on and off, however, my question is if I want to share a specific set of info on the calendar that can be toggled on and off; how can I share a filtered calendar either by a link or on a dashboard.
If I posted the collision calendar on a dashboard and select a filter it does not save so if someone goes to visit the dashboard they see all of the calendars instead of the filtered view.
Best Answer
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Hi @Pete Photis
If you're looking to lock the Calendar to this filter, what about creating a specific Report with the filter, based on the source sheet(s), instead? (See: Create Filter Criteria to Control Data in Report Builder)
Then you can Publish the Report with a default Calendar View and embed it as a Web Content Widget into your Dashboard to show only the filtered tasks. Would that work for you?
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Answers
-
Hi @Pete Photis
If you're looking to lock the Calendar to this filter, what about creating a specific Report with the filter, based on the source sheet(s), instead? (See: Create Filter Criteria to Control Data in Report Builder)
Then you can Publish the Report with a default Calendar View and embed it as a Web Content Widget into your Dashboard to show only the filtered tasks. Would that work for you?
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Genevieve,
I think that is a wonderful solution. Thank you again for coming to the rescue with my Smartsheet challenges, its much appreciated.
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Hi Pete,
It's my pleasure! I'm glad that will work for you.
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
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