Card View Filters

kathyb
kathyb ✭
edited 08/01/23 inSmartsheet Basics

How do I add or change column filters in card view?

I had card view set up to arrange columns according to the Resource Coach for each project, but after using it this way for several months, suddenly it changed to the columns being organized by home unit (not helpful). When I tried to change the filter back, the Resource Coach is not one of the 4 options listed. Not sure what happened or how to fix it. How do I add a filter option or change the ones that are listed?

· Share on Facebook Share on Twitter

Best Answer

  • Victoria_Indimar
    Victoria_Indimar ✭✭✭✭
    Answer ✓

    Hello@kathyb! The card view "View by ___" are the columns that are dropdown lists / single select options. If that dropdown list column type changed to "allow multiple values per cell" it's no longer a valid column type to organize the card view. Was the Resource Coach switched to a multi-select column type?

    · Share on Facebook Share on Twitter

Answers

  • Victoria_Indimar
    Victoria_Indimar ✭✭✭✭
    Answer ✓

    Hello@kathyb! The card view "View by ___" are the columns that are dropdown lists / single select options. If that dropdown list column type changed to "allow multiple values per cell" it's no longer a valid column type to organize the card view. Was the Resource Coach switched to a multi-select column type?

    · Share on Facebook Share on Twitter
  • MDexter
    MDexter ✭✭✭

    In your grid view, do you have the Resource Coach column still set up? The card view will sort based on the columns available on your grid. I would change back to grid view and double check that.

    · Share on Facebook Share on Twitter
  • kathyb
    kathyb ✭
    edited 08/01/23

    @Victoria_IndimarThat was it! I changed it back, and now it's working fine. Guess I'll just make another column for the second coach. I had read about the column types while trouble-shooting, but the single-select part didn't sink in. Thanks so much!

    @MDexterThanks for your response - I appreciate the help!

    · Share on Facebook Share on Twitter

Categories

\n \n https:\/\/community.smartsheet.com\/discussion\/108880\/recover-a-row-that-was-accidentally-moved-then-deleted\n <\/a>\n<\/div>\n

Hey @GlennJo<\/a>,<\/p>

the sheet should be available in the owner of the sheet, deleted files. If it is specifically a row of data that was deleted, you can try checking the activity log to see if it shows the removed data there.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108822,"type":"question","name":"Activity Log | Rows Deleted Filter","excerpt":"I've got a conundrum on my hands where a record has gone missing. In the Activity Log, I'm able to find the record of when it was created. However, there is nothing I'm seeing indicating that it was deleted (even though the Activity Log doesn't have a specific filter for this, I traced through the log for the past 11 days…","snippet":"I've got a conundrum on my hands where a record has gone missing. In the Activity Log, I'm able to find the record of when it was created. However, there is nothing I'm seeing…","categoryID":321,"dateInserted":"2023-08-10T21:46:08+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T22:01:16+00:00","insertUserID":121055,"insertUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-08-11T20:29:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":121055,"lastUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-08-11T20:29:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":37,"score":null,"hot":3383410044,"url":"https:\/\/community.smartsheet.com\/discussion\/108822\/activity-log-rows-deleted-filter","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108822\/activity-log-rows-deleted-filter","format":"Rich","tagIDs":[447],"lastPost":{"discussionID":108822,"commentID":390131,"name":"Re: Activity Log | Rows Deleted Filter","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390131#Comment_390131","dateInserted":"2023-08-10T22:01:16+00:00","insertUserID":121055,"insertUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-08-11T20:29:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/SIFFD1TSN3Q6\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T22:01:20+00:00","dateAnswered":"2023-08-10T22:01:16+00:00","acceptedAnswers":[{"commentID":390131,"body":"

Ok, I found it. Classic case of submit something for help, then find the answer. I think what may have happened previously, is that I turned on all the filters, but since there isn't one for a Deleted Row, maybe the Deleted Row was hidden. When I came back, I didn't click anything on the filters for the Activity Log and when scrolling through looking for the 'magic' delete word, I found the record I was looking for.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":447,"urlcode":"activity-log","name":"Activity Log"}]},{"discussionID":108801,"type":"question","name":"Adding users to our account if they are already licensed on another account","excerpt":"Hiya, Couldn't find an answer to my exact question, so hoping someone can help. I am working with an external client to my company, and need to add them to our account on paid licenses. 1) Can I add them to our account if they have a different email address to our company? 2) If they already have an existing licensed…","snippet":"Hiya, Couldn't find an answer to my exact question, so hoping someone can help. I am working with an external client to my company, and need to add them to our account on paid…","categoryID":321,"dateInserted":"2023-08-10T16:26:57+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T17:22:07+00:00","insertUserID":128877,"insertUser":{"userID":128877,"name":"Holly Benjamin","url":"https:\/\/community.smartsheet.com\/profile\/Holly%20Benjamin","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-10T17:23:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-11T20:31:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":29,"score":null,"hot":3383373544,"url":"https:\/\/community.smartsheet.com\/discussion\/108801\/adding-users-to-our-account-if-they-are-already-licensed-on-another-account","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108801\/adding-users-to-our-account-if-they-are-already-licensed-on-another-account","format":"Rich","tagIDs":[543],"lastPost":{"discussionID":108801,"commentID":390085,"name":"Re: Adding users to our account if they are already licensed on another account","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390085#Comment_390085","dateInserted":"2023-08-10T17:22:07+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-11T20:31:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T17:23:30+00:00","dateAnswered":"2023-08-10T17:22:07+00:00","acceptedAnswers":[{"commentID":390085,"body":"

They can be added if they use a different domain.<\/p>


<\/p>

If they are licensed on another account, they would need to either be first removed from that account (can cause some logistical headaches) or added as an unlicensed user on your account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":543,"urlcode":"licensed-users","name":"licensed users"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4940,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Smartsheet Basics

  • Recover a Row that was accidentally moved then deleted

    I was attempting to copy a row from sheet 1 to sheet 2, but I accidentally moved the row then deleted it, but then realized belatedly that the original (now deleted) data in sheet 1 had been moved. Apparently one can not simply use the "undo action" arrow after moving something--the option is grayed out as in not…

  • Activity Log | Rows Deleted Filter

    I've got a conundrum on my hands where a record has gone missing. In the Activity Log, I'm able to find the record of when it was created. However, there is nothing I'm seeing indicating that it was deleted (even though the Activity Log doesn't have a specific filter for this, I traced through the log for the past 11 days…

  • Adding users to our account if they are already licensed on another account

    Hiya, Couldn't find an answer to my exact question, so hoping someone can help. I am working with an external client to my company, and need to add them to our account on paid licenses. 1) Can I add them to our account if they have a different email address to our company? 2) If they already have an existing licensed…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

 Watch video