Personal filters/views

[Andrew_Davis1]

Short version

I’d like functionality that would make Coda behave like Google Sheets filter views (or Jira Filters).

Details

Currently, if users want to filter/view a table in a particular way without affecting other users, they need to create their own table view. This approach does not scale well.

I’d like users to be able to create their own table filters/views such that:

1. The filter/view doesn’t affect the appearance of the source table, and
2. The filter/view doesn’t create a new table view in the doc which is visible to/editable by other users.

Using Google Sheets terminology…

Coda currently has the equivalent of the Google Sheets filter function:

• All users with access to a Coda table will see the table as it is currently filtered
• Users with permission to edit the table will be able to change the filter
• If a user changes the filter, all other users will automatically see the update to the table

Coda currently does not have the equivalent of the Google Sheets filter view function. If that function were added:

• Users with access to a Coda table would be able to create and/or edit their own filter views
• If a user applies a filter view to a table, other users will not see the update to the table

[Johnny_Hunter]

+100 to this. It would be a game-changer for our team.

[Federico_Stefanato]

Hi @Andrew_Davis1 and @Johnny_Hunter

While waiting for a native user-based controls, if you need something similar, there is a workaround (already covered in some previous posts).
It implies a simple background structure and some filtering code, but it does its job.

Have a look at this example and let me know if this fits your needs:

Feel free to ask if something is not clear.
Cheers

[Federico_Stefanato]

Edit
btw, I already had provided a working example and I just forgot about it…

Same concept.

[Andrew_Davis1]

Thanks @Federico_Stefanato. That looks interesting.

So, basically, each logged in user can create one filter which only they would see, and that filter will update a view that also only they would see. Is that right?

[BenLee]

This is definitely something we see a need for and it shows up in discussions and notes in internal meetings. It’s not a project yet, but it’s something that would make a great addition and we’ll be keeping it in mind.

For the moment, what @Federico_Stefanato posted is a great way to go. And yes, it will allow each person to see their own filtered set without affecting the view of others.

Here’s another doc I posted of various table search solutions and a few of these are per-user as well.

Custom Table Search Solutions

[Andrew_Davis1]

Thanks @BenLee. Good to know.

[Pieter_Lesage]

+1 for filter views
would make it real multi user

[cnr]

See also

When I said I wanted Cross-Doc, I lied (I want Doc Views)

TL;DR I want to make multiple views of a doc, where only certain pages are visible to each user type depending on the user, but the whole doc is still loaded in the background so it’s live and responsive. This would make it easier for users to understand without having multiple pages of a complex doc to click through, and it would also remove the need to use cross-doc (which is slow and complex) in many situations. I’m currently involved in a project to centralize a massive cross doc applic…

[Paul_Danyliuk]

@Andrew_Davis1 and all —

here’s my tutorial on how to implement this with some workarounds:

[Video] User-specific filters (each person tweaks controls independently)

Yet another question that has been asked and answered so many times: How do I let multiple people use the doc at the same time and change filters just for themselves? Time to have the ultimate answer in one place. I recorded the video explaining how to do that using a helper table. I call this approach the Flows Table pattern. [Coda trick: User-specific filters] TL;DR: Create a table where each row is linked to each Coda user. Set up its columns to act as controls (checkboxes,…

[Alisa_Ileeva]

+1 to filter view, big ask in my team as well

[Andrew_Davis1]

Another similar example is Salesforce list views. When you create a list view in Salesforce, you can choose between Only I can see this list view and All users can see this list view:

[Andrew_Stinger]

Just stopping by to share that progress has been made on this front!

Launched: Search tables without disrupting your teammates

Finding information easily is a cornerstone for any good team tool, but how does that translate to tables that are as collaborative as Coda’s? Using table filters to search for information can be disruptive when working with others, which is why we created a more collaborative option for finding information. Now, you can search for information in a table without updating the view for other collaborators. For your eyes only. Forgot something important in a meeting? We’ve all been there. Just us…

[nathan]

Hi all! We’re collecting more feedback in this area. We’d love to hear more about how you use canvas controls in Coda, and the behaviors you prefer. If you have examples you can share or describe, let our team know here!

Canvas control use cases

[Ximo_Escamilla]

Hello, I am trying to configure permissions so that users can only see some rows and assign it by groups, this works, but when I activate the “allow multiple selection” box in the groups lookup, to be able to assign several options. stops working. any ideas? Thanks a lot

[Piet_Strydom]

Can you share an example please?

[Ximo_Escamilla]

yes, of course; in this page Community

that’s how it works

It does not work like this

In this case, it doesn’t make much sense to activate multiple selection, but I would like to filter by work groups and I need to be able to assign several users to the filter.
Thanks