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jalanhart
Creator
Creator

Filter data in sheet based on field

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?

 

 

Labels (2)
2 Replies
AJDoc31
Contributor III
Contributor III

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.

krishna20
Specialist II
Specialist II

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 (;).