Loading
Salesforce now sends email only from verified domains. Read More
Quip
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Spreadsheet Filter View

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quip

            Create a Spreadsheet Filter View

            Create a filter view to filter spreadsheet data without affecting your teammates’ views. Any member of the spreadsheet can use or edit your filter views.

            Required Editions

            Available in: Quip desktop app, Quip iOS mobile app, and Quip on web

            If your Salesforce org uses Synced Sharing and you only have Comment Access to a spreadsheet, you can create a temporary filter view. Only you can use the temporary filter view, and it isn’t saved.

            1. From the Data menu, select Filter Views, and then select Create New Filter View. Or, if filters are already turned on in your spreadsheet, select the Filter View dropdown in the Filter banner, and then select Save as Filter View.
            2. Enter your filter criteria.
            3. If you want to rename the filter view, click the Settings icon Settings icon next to the Filter View menu at the top of the spreadsheet.

            After you create a filter view, you can work with it in several ways:

            • To close a filter view, click X in the Filter banner.
            • To open a different filter view, select the Filter View dropdown in the Filter banner, and then select the view that you want to open.
            • To create a copy of a filter view that you can customize, select the Filter View dropdown in the Filter banner, and then select Duplicate Filter View.
             
            Loading
            Salesforce Help | Article