Applies to

Smartsheet Advance Package
Smartsheet Gov

Dynamic View filters FAQs

Get answers to your most common questions when using filters in Dynamic View. 

PLANS

  • Smartsheet Advance Package
  • Smartsheet Gov

Filters in Dynamic View can help you limit the displayed information, so you can find exactly what you need. Use a filter, for example, to display tasks due on a specific date and that are assigned to you, or tasks with a specific status.

What happened to the View Filter options in the Settings panel?

Filter configurations from the Settings panel have been replaced by the new filtering options. We made these changes based on customer feedback to allow you to create filters in a more flexible way. Owners can still use the restrict view by sheet filter option to filter Views based on filters already configured in source sheets.

What column types are supported?

Currently, you can configure filters in Dynamic View using the following column types in filters: 

  • Dropdown lists 

  • Symbol columns

  • Contact lists

  • Checkbox columns

  • Date Columns 

View owners can filter using other column types by configuring a filter in the source sheet and using the restrict view by sheet filter option in the View settings.

Only columns displayed in Dynamic View are available to use with a filter.

Why do I see an error icon against my filter name?

For filters that you created, you may see the filter name greyed out with an error icon shown if the filter configuration is no longer valid. 

This can happen for a few reasons:

  • Column is no longer a part of the View configuration.

  • Column type changed.

  • Filtering criteria is no longer available for the column type.

For details on why a filter has become invalid, select the Edit icon to open the filter and review the exact reason for the error. You can choose to either reconfigure the filter or delete the filter. 

For shared filters, if there's an error, the filter is no longer visible to users accessing the View, except for View owners and admins. These users can see the error icon and take steps to either fix the shared filter or delete it.

Select Field

 

Select Operator

 

I refreshed my browser, but my view is no longer filtered. Why?

Dynamic View currently doesn't retain filters through subsequent visits to Views. When you access the View again, or refresh your browser, it shows you the unfiltered view. To display a filtered View again, select the desired filter from the filter options.

What permission level do I need to add or edit filters in Dynamic View?

People with Owner or Admin permissions to the view can create and edit filters. They can also edit filters created by others, and share filters so that they can be used by anyone who is shared to the view. Anyone who is shared to the view can create and edit their own private filters.

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