Is there a way to use OR in a Dynamic View filter condition?
In a View, I can create a custom filter that selects where the Project Lead is "Mike" but I want to also say "OR Debbie." Is that possible? It looks like I can only choose AND.
Best Answer
-
You are more than welcome!
Glad to hear that it worked for your present use-case.
✅Remember! Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
Answers
-
Hi Mike,
Unfortunately, it's not possible at the moment to change the AND to OR, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, in your example you could use the first condition and add Debbie because you're using the "has any of".
Would that work/help?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
-
Thanks for your suggestions, Andrée . I've submitted an enhancement request with this title: "Enhanced logic in Dynamic View filters with OR logical operator".
Your guidance for using "has any of" is a good workaround for the example I gave. Thanks for that. I simplified my original question so it would make sense. However in reality, I need a filter that would show ALL of the assignments for a team member, like so:
Show rows where
Project Lead is Mike
OR
Tech Lead is Mike
OR
Consultant is Mike
-
You are more than welcome!
Glad to hear that it worked for your present use-case.
✅Remember! Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
-
I don't see the "has any of" option in my options. The "OR" logic within the same field or between multiple fields would be most helpful.
Is there a reason I'm not seeing "has any of" as an option?
Thanks,
Mark
-
Hi @Mark Katz
What type of column is it?
Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
I hope that helps!
Be safe and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
-
Dynamic view is so weak. Can't filter on OR. Can't filter on dates. I can't believe this is a paid upgrade. I can filter for "Contains" but am unable to enter multiple values. There is no "Contains any of" filter (anymore, apparently)
-
Hi,
I hope you're well and safe!
You can set the filter on the sheet/report instead.
For the right use case, Dynamic View is fantastic. Imho. ;)
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.
-
No, it doesn't help, since I want the filter to be optional, not always on. I had to create a calculated field for all of the value combinations, which is stupid to have to do as a workaround when building in "OR" logic would be ridiculously simple.
-
Ok. I agree, "OR" would be an excellent addition.
✅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
- Smartsheet Customer Resources
- 63.8K Get Help
- 410 Global Discussions
- 219 Industry Talk
- 457 Announcements
- 4.7K Ideas & Feature Requests
- 143 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives