topic Filter data in sheet based on field in App Development

Filter data in sheet based on field

jalanhart — Wed, 02 Apr 2025 22:31:04 GMT

We do a QC check both on products we make, and occasionally on products we receive from vendors.

I have a field in one of my tables called Created_In and the available options are "Shop Order" and "Purchasing"

I would like to have some of the sheets be based on Created_in = 'Shop Order' and some based in Created_in = 'Purchasing'.

I did not like having a filter at the top of the page, I would like it to be more hidden than that.

What are some things I can do?

Re: Filter data in sheet based on field

AJDoc31 — Thu, 03 Apr 2025 00:59:45 GMT

The way I currently do something like this is by set analysis. For example on sheet would be {<Created_In={"Shop Order"}>} for everything while another is {<Created_In={"Purchasing"}>}. There may be a way to do this with alternate states but I am not super familiar with them. Alternatively, you could have the filter apply when opening the sheet but it sounds like you did not want that option.

Re: Filter data in sheet based on field

krishna20 — Thu, 03 Apr 2025 06:42:30 GMT

Hi Jalanhart,

You can opt to default selections in each sheet.Follow the below steps to achieve it.

Add a "Select values in a field" action to a sheet, specifying the field and values to be pre-selected when the sheet is opened.

Steps to Implement Default Selections with Sheet Actions:
Edit the Sheet: Go to the sheet you want to modify and click "Edit Sheet".
Access Sheet Properties: In the sheet editor, navigate to "Sheet Properties".
Enable Advanced Options: Ensure that "Advanced Options" are enabled.
Navigate to Actions: Click on the "Actions" tab.
Add an Action: Click the "Add Action" button.
Select Action Type: Choose "Select values in a field" from the dropdown menu.
Specify Field and Values:
Field: Select the field you want to filter or make selections on.
Values: Enter the values you want to be pre-selected, separating them with a semicolon (;).