Best way to Share a Filtered Grid
Hello,
Can anyone give me best practice to share a grid with selected filters? Ideally, I would like to link on my SharePoint site several Card Views of a large sheet. I would like each link to show a different filter. Is this possible?
Thanks in advance
Answers
-
I hope you're well and safe!
Yes. If you select the filter and copy the URL, it will include the specific filter.
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, Awesome, 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.
-
Hi Andree, thanks for the quick reply. That was the expected behavior I thought I would get, but it does not work. That seems to work with only 1 filter, but not several.
For instance:
Card View, Filter "A"- URL works fine
If I create another URL for Card View, Filter "B", the first filter no longer works (it seems to override with Filter "B")
The use case I have is to create 4 unique URLs that share the same grid, but different filters. I have a workaround to just create a report, but that doesn't give me the Card view functionality I would like.
-
Happy to help!
Strange! It should work. Do you see that the 4 URLs are different?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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.
-
Yes, I see the URL change. See picture below: when I copy and go to that link it does not show the default view listed below (comes up in Grid with different filter).
-
Ok. Now I see the issue! You must take the URL from the browser when selecting the filter(s).
The Sheet Sharing dialogue where you're in now only sets the default sharing view.
Make sense?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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.
-
That worked- you are a lifesaver, thank you so much!!!
-
Excellent!
Happy to help!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.4K Get Help
- 424 Global Discussions
- 221 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 145 Just for fun
- 62 Community Job Board
- 463 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives