Publish Smartsheet with Filter Applied
I have a smartsheet with projects with various statuses. I would like to publish this sheet with a specific filter applied to it. When I publish it no filters are applied.
Any help would be appreciated.
Answers
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On the Share button I do have a default view and filter, but when I publish those don't stick either:-(
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Hi Lawrence,
As you have noticed, we do not currently have the ability to publish a sheet with a default filter applied. Please submit an Enhancement Request from the link on the right when you have a moment!
An alternative would be to create a Report, using the report builder to filter your content, and publish this instead.
Cheers,
Genevieve
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Genevieve,
Yes, we need the ability to publish with a filter! I have a sheet that gets hundreds of rows added, and I apply a "today" filter so I don't have to scroll through so many rows to see "today's" transactions. Your suggestion of running a filter to populate a report...can this be done automatically? I have 4 auto-generated reports daily, and I would hope I wouldn't have to manually run a filter and generate a report 4x a day. Too impractical.
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Hi @ika
You can still filter on a published sheet, it just won't have the filter applied automatically (you'll have to create/select your criteria each time you open it up).
In regards to a Report, Filters work differently. These are built in to the structure of the Report and how it is created, which means the Published Sheet will automatically show you the data in the Report based on that filter, yes. See: Publish a Report
Cheers,
Genevieve
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Any further update on this? We really need the functionality of publishing a SHEET with a filter. Neither a report or Dynamic View handle the parent/child relationship in the same manner as the sheet. Is this a planned update?
Thanks.
Patty Vincent
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This seems like a very important capability. I think generating a report is an unnecessarily convoluted way to generate the same result.
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hi @Genevieve P. , any update on this as it would be great to publish with a filter applied?
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Hi @MPelky
Same update as above:
Please feel free to add your vote and voice to this Idea post so the Product team can hear your feedback:
Cheers,
Genevieve