Applies to
Capabilities
Who can use this capability
People with老板orAdminpermissions to the view can create and edit filters (they can also edit filters created by others); these people can alsosharefilters so that those filters can be used by anyone who is shared to the view.谁是共享的竞争wcan create and edit their own filters.
You’ll gain access to the Dynamic View app after someone has shared a view to you or if an administrator on your plan has given you access to the application. You need a Smartsheet account to access the Dynamic View app. If you don’t have an account, the first time you access the Dynamic View app, you’ll be guided through the steps to set up a free Smartsheet account when you clickLog In with Smartsheet Account.
Dynamic View: Use Filters to Show Subsets of Data
Use filters in Dynamic View to find data that matches your specified criteria and quickly sort the results the way you want. With filters, you can:
- Quickly find subsets of data
- Easily get to the data you want each time you come back to the view
Dynamic View owners or administrators can save time by creating views that contain large data sets and shared filters (rather than having to create multiple, separate views to give people access to subsets of data); people who view the data can use the shared filters provided by the administrator or they can create their own filters to easily find and view the items they care about.
You can access the Dynamic View app from here:https://dynamicview.smartsheet.com
Turn a filter on or off
To apply a filter to a view, start from the view, and select the desired filter from theFiltermenu.
To clear a filter (stop applying it to the view), selectFilter off.
Create a new filter
From the Dynamic View app, start from the view for which you want to create a filter:
- Click theFiltericon in the upper-left corner of the view and then clickNew Filterto display theFilterwindow.
- If you plan to re-use the filter, give it a name: in theNamebox, type a name for the filter. (If you do not provide a name, the filter will be saved as Unnamed Filter.)
NOTE: If you are the view Owner or have Admin permissions to the view, you can specify to share a named filter so that anyone who is shared to the view can use it. To do this, select theShare Filter复选框。
- Select the conditions that you want to use to filter to the data, and then clickApply.
That’s it! Your view will be filtered with the criteria you specify. If you gave your filter a name, you’ll be able to use it any time you visit the view. If you opted to share the filter (Owner or Admin only), anyone who has access to the view will now be able to use it.
For information on creating views and selecting columns, seeDynamic View App: Create and Administrate Views.
Clone an existing filter
If there are existing filters on the view that produce similar results to a new filter that you want to create, you can save time by cloning that filter.
- From theFiltermenu, hover over the name of the existing filter and selectClone.
This will create a copy of the filter and open the Filter window. - Make any changes you want and clickApplyto save the new filter.
Modify an existing filter
You must have Owner or Admin permissions to change a filter created by someone else.
- From theFiltermenu, hover over the name of the filter that you want to modify and clickEdit.
IMPORTANT: Verify that the name of the Filter window matches the name of the filter that you want to edit to ensure that you’re modifying the correct filter. In the Filter window, update the conditions as desired and clickApply.
Delete a filter
To delete a filter (remove it from the view and the menu), from theFiltermenu, hover over the name of the filter and clickDelete.