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Leann Gibson ✭✭✭✭✭
04/13/20 in Smartsheet Basics
Does anyone know the coding to create a filter or report for the current user? I have a report built for many users, I want them to be able to filter on their stuff without having to create a filter for each person.
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Andrée Starå ✭✭✭✭✭✭
04/13/20 edited 04/13/20 Answer ✓
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Yes.
If you select is one of you can select Current User in the Values list.
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Andrée Starå ✭✭✭✭✭✭
04/13/20 Answer ✓
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Excellent!
Happy to help!
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Answers
Andrée Starå ✭✭✭✭✭✭
04/13/20 edited 04/13/20
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Hi Leann,
Here you go.
ViewAssigned Tasks from Multiple Sheets
If you are tracking projects in multiple sheets and you want to find items assigned to you or someone else inall of them, you’ll use a report.
To create a report that displays all tasks assigned to you or to someone else:
- ClickMenu (upper-right)> Create New (plus icon) > Create > Report.
- Name the report (for example, name the report “My Tasks”).
- In theReport Builderform, do the following:
- UnderWhere?, select the sheets that include the tasks that you want to find.
- UnderWho?, clickAssigned To(or select the name of the Contact List column that contains assignees), and then select the name of the person whose tasks you want to view.
- TIP: You can also selectCurrent Userwhich will display tasks assigned to the logged in user. This can be handy if you want to share a report that others can use to see tasks assigned to them.
Did that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
See AlsoSmartsheet Gov: Report on data from multiple sheetsQuick Guide: Best Practices for Building Your DashboardsDashboard Chart to Match Current User ReportWeekly Status Report Templates | SmartsheetAndrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅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.
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Leann Gibson ✭✭✭✭✭
04/13/20
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Do you know how to create the filter for Current Users? I tried but cannot get the "has any of" to work. he GPGM column is a Contact List. I need the sheet it filter for them so they get only their items.
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Andrée Starå ✭✭✭✭✭✭
04/13/20 edited 04/13/20 Answer ✓
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Yes.
If you select is one of you can select Current User in the Values list.
Did that work?
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.
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Leann Gibson ✭✭✭✭✭
04/13/20
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Yep that worked, thanks
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Andrée Starå ✭✭✭✭✭✭
04/13/20 Answer ✓
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Excellent!
Happy to help!
✅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.
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Michael Chohrach ✭✭✭✭✭
04/08/21
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I was hoping this same feature would work for filters on a report but when the column is defined to "allow multiple contacts per cell" the filter returns zero results even though some rows contain the current user as one of the contacts in the cell. The only workaround I have found is to use the "contains" option instead of the "is one of", but this would then require the creation of multiple copies of the report with a different contact name in the filter so that the report only shows records related to that contact. It would be nice to have a single report that can be used dynamically by each user who is a "contact". Is there any way to accomplish that?
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Andrée Starå ✭✭✭✭✭✭
04/09/21
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Hi @Michael Chohrach
I hope you're well and safe!
Strange!
It should work.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.(share too,andree@workbold.com)
I hope that helps!
Be safe and have a fantastic weekend!
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.
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Elizabeth De Rose ✭✭
06/15/21
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https://community.smartsheet.com/discussion/comment/246143#Comment_246143
Can someone advise why "current user" would not appear as a choice in "is one of" selection?
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Andrée Starå ✭✭✭✭✭✭
06/15/21
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Hi @Elizabeth De Rose
I hope you're well and safe!
Make sure that the column is a contact type column.
Did 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 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.
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avelasquez1 ✭
08/11/21
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Is there a way to create a report that filters by Current User? I was able to do it in my sheet but not in the Report of it.
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GTigs ✭✭
11/09/21
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I have an "Assigned To" column that is a contact list with 4 contacts and values restricted to those contacts. I'm trying to make an "active tickets" report that filters by Assigned To = Current User so I don't have to make a different report for everyone. When I go to create that filter, no matter what I choose - contains, is equal to, etc - the "Enter Value" box is always a text box and I can't select Current User. Am I doing something wrong?
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Andrée Starå ✭✭✭✭✭✭
11/09/21
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Hi @GTigs
I hope you're well and safe!
It's in the has any of option.
Did that work?
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 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.
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GTigs ✭✭
11/09/21
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https://community.smartsheet.com/discussion/comment/310401#Comment_310401
I was just about to reply to myself saying I figured it out! Thank you for the very quick reply!
Cheers,
Geoff
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Andrée Starå ✭✭✭✭✭✭
11/09/21
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@GTigs
Excellent!
You're more than welcome!
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.
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