Sharing my pre-defined filters with my colleagues

tfassnacht · 06/19/19

Hello community,

I have a set of pre-defined filters for a smartsheet I own.

I would like the people who share this smartsheet to be able to use those pre-defined filters.

When I look at the smartsheet on their computer, they cannot use those pre-defined filters.

Any clue ?

Many thanks.

Andrée Starå · 06/19/19

Hi Thomas,

Check the Share Filter Box. (see attached)

Did it work?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

CleanShot 2019-06-19 at 15.21.06@2x.png

Andrée Starå · 06/20/19

Which Smartsheet plan do you have?

Found this: Only Business, Enterprise, and Premier accounts can share a filter to other collaborators.

Hope that helps!

Best,

Andrée

tfassnacht · 06/21/19

Yes I have individual license.

Smartsheet and its limitations ...

Andrée Starå · 06/21/19

Ok.

I understand the frustration, but as for any SAAS, there has to be limitations/differences between the different plans.

A workaround could be to use reports instead of filters (if you need not share over five because five is included in the Individual plan)

Would that work/help?

Best,

Andrée

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