Card view filter Current User
Hi,
I have a form to submit new request items. I've added a "Created By" system column to cupture the user submitting the request. After a user submits a request, this column contains the user email address.
I've published a "Read Only-Full" Card view for the users where they can see all the submitted items.
I also added a global filter "My requests" to filter only requests submitted by a specific user.
The filter setup is: [Created by] is one of [Current User].
The problem is that it is not filtering as expected...
The only way is for each user to setup a new filter for him self and selecting specifically his name from the list...
Comments
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Hi Guy,
Do the users have to log in to fill in the form? Current User won't work for the forms otherwise.
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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.
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And you can set up your filter to be the default filter by adjusting it in the sharing options. See my screenshot below. It may be that you don't have the filter set as the default on open.
Make sure your filter is set to be shared, and then follow the steps in my screenshot to set up the default open state of the sheet.
