Two Week Lookahead and Past Due Filter
I would like to create a filter that pulls any Open tasks that are either Past Due or are coming due in the next 7 days. I can easily set the filter for Past Due or One Week Out, but I can't seem to do both. See screenshot. Is there a way to do this?
Best Answer
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Hi @TJ Norris
I hope you're well and safe!
To add to Holly's excellent advice/answer.
Another option could be to add a so-called helper column with a formula that checks the same conditions as the filter and use that instead in the filter.
Make sense?
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:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Hi@TJ Norris,
Click where it says "all conditions" to change it to either condition.
Holly Conrad Smith
Director of Technology & Innovation 💡 at Streamline
CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony
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Hi @hollyconradsmith. Thanks for the reply. The downside with that approach is that it will bring in items with a completed status. See screenshot. It's basically looking for where any of those three clauses are true. In a perfect world, I could do "Status is not one of Complete" AND ("End Date is in the next 7 days" OR "End Date is in the past").
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Hi @TJ Norris,
Have you considered creating a row report? The filtering functionality in reports is more robust and will definitely get you what you need.
Holly Conrad Smith
Director of Technology & Innovation 💡 at Streamline
CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony
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I haven't tried that. I was hoping to do it in the core sheet where I interact and update items more frequently, but that could be an alternative. Thanks for your help.
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Hi @TJ Norris
I hope you're well and safe!
To add to Holly's excellent advice/answer.
Another option could be to add a so-called helper column with a formula that checks the same conditions as the filter and use that instead in the filter.
Make sense?
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:[email protected] | 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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Thanks @Andrée Starå. I think that will probably be the easiest option at the moment. Wish Smartsheet would add AND/OR functionality to their filters for use cases like this.
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Excellent!
Happy to help!
Yes, great idea. Please submit an Enhancement Request when you have a moment
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | 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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I agree with TJ Norris, adding And / Or options in the filter would be fantastic!
