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Level 2
November 11, 2024
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Apply Filter and View together

  • November 11, 2024
  • 1 reply
  • 577 views

Hi all,

When viewing the tasks on a project, is there a way to select a filter and view it simultaneously? 

I am building very useful combinations of the two, but I need to instruct users to select the right filter and then the right view to get the right result. 

A list of "Filters Views" (i.e. the two together) would be great. 

Can this be done? 

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Best answer by Doug_Den_Hoed__AtAppStore

 

Hi @ericsa7,

 

Not specifically as you've described.

 

In similar situations, I often name the related Filter and View the same to make it easier for users to then set both.

 

Alternatively, you might also consider creating a report for each such related combination, then adding each (or several) to a dashboard, then adding each such dashboard as a custom tab (ideally via Layout Templates) at the Project level so - in one click - users can then see the automatically filtered Task results on each.

 

Regard,

Doug

1 reply

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity AdvisorAccepted solution
Community Advisor
November 11, 2024

 

Hi @ericsa7,

 

Not specifically as you've described.

 

In similar situations, I often name the related Filter and View the same to make it easier for users to then set both.

 

Alternatively, you might also consider creating a report for each such related combination, then adding each (or several) to a dashboard, then adding each such dashboard as a custom tab (ideally via Layout Templates) at the Project level so - in one click - users can then see the automatically filtered Task results on each.

 

Regard,

Doug

EricSa7Author
Level 2
November 11, 2024

Hi Doug, 
Thanks for taking the time to reply. 
I had a feeling it could not be done, but I appreciate your workaround suggestions. I will give them a go and see what the feedback is from the team. 
Cheers,