Annotation by Filter

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Brown Belt

Annotation by Filter

I think I know the answer to this but want to double check. When using a date annotation.  If you ONLY wanted to annotate a date BECAUSE of a filter.  Say just for one account or something was filter, then you'd want to annotate a date.  But with any other filter applied you don't care.  Is there a way to sync the date annotate to ONLY show when the proper filter is applied or show what filters it would apply to?  Thanks, Matt

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Purple Belt

Re: Annotation by Filter

I don't think there's a way to do this since the annotations are stored on the date level and not any filtered sublevel.



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Major Brown Belt

Re: Annotation by Filter

Hi There,

 

I don't know of a way to do this either. Could you look at building cards filtered for specific situations like this?

 

Jarvis

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Brown Belt

Re: Annotation by Filter

Thanks for all the replies.  I think what I'll do is create a filtered annotation google sheet offsite and then for my annotation, tell the user to reference that cell. So that way people that may not need to see the annotation won't/can't and reduce any confusion.  Maybe I'll do something like "Filtered Annotation Note found on FILENAME at Row Y.  Something like that.  I dunno, thinking out loud.  Thanks again.  

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