Forum Discussion

Ivan54's avatar
Ivan54
Bronze Contributor
Dec 01, 2016
Solved

MC87299 - SharePoint Online SmartFilters Announcement

New feature: SmartFilters for SharePoint Online
MC87299
Published On : November 30, 2016
Expires On : February 28, 2017
SmartFilters for SharePoint Online is a new Office 365 feature. First Release tenants seeing this new feature beginning today and rolling out over the coming weeks followed by worldwide rollout expected by the end of January, 2017.
How does this affect me?
This feature can improve column filtering workflows within lists and document libraries. Filtering via column headers is fully integrated with this new feature. SmartFilters is an easier and faster way to find items within a list.
What do I need to do to prepare for this change?
You don’t need to do anything. Additional Information will be available shortly.
 
So, does anyone have any information on this? Is this the replacement/update to "Metadata Filtering" from SharePoint 2013? If so, GIMME! :)
  • Hi MarcDAnderson

     

    I am Miceile, and am working on this feature and the rollout process.  I apologize for the confusion and would like to clarify.   

     

    The goal of this feature is to help users discover relevant and useful content within their lists and document libraries.  To access this feature, you will click the fliter icon located at the top right of your list or library.  

     Access SmartFilter

     

     

    This will open the Smartfilter pane, where you can apply/remove filters on the list or library. 

    SmartFilter Pane

    The help article will be ready to view within the next few hours.  I will update this post and comment here again with the link asap.  

     

    Without restating everything that is in the help article, I do want to note a few things about this feature:  

    1. The SmartFilter pane shown above fully integrates with the current method of column header filtering within lists and libraries (Current Filtering info).
    2. The filters a user will see in the SmartFilter pane are specific to the list/lib that is being viewed
      • (For example: In the screen shot above, the "People" column is a required field for the list and is always within the users view; thus it is shown in the SmartFilter Pane. Within this "People" filter, the 4 users shown are the most frequently appearing names in the "People" column of the list and therefore are displayed first in the panel)

    Thank you for your feedback Marc, I look forward to getting your opinions on the feature when you get access!  Let me know if there is any other info I can give or any questions that I could help answer.

     

    Best,

    Miceile  

20 Replies

    • Sudeep Vemulapalli's avatar
      Sudeep Vemulapalli
      Copper Contributor

      Really?? So, there is no way to unpin the columns from the smart filter pane??

      • Miceile Barrett's avatar
        Miceile Barrett
        Icon for Microsoft rankMicrosoft

        Hello Sudeep Vemulapalli

         

        Currently, the feature automatically selects 4 default column types for the filters pane. We have added the request to un-pin these default columns to our backlog. 

         

        Thanks for the feedback.

         

        Best,

        Miceile 

  • John Wynne's avatar
    John Wynne
    Silver Contributor
    Just appeared for me on my tenant. Useful addition. One thought would be to apply the SmartFilters to the pinned documents. If the filter does not apply how about unpinning until a relevant view is chosen?
    • Ivan54's avatar
      Ivan54
      Bronze Contributor

      Would you be able to post some additional screenshots?

  • Hello Ivan54

     

    The smartfilter feature is indeed in the planning stages of being able to update the metadata nav filtering experience. When I have precise dates, I will send updates!

     

    Best,

    Miceile  

     

      

  • Unless I'm filtering and scanning wrong, I don't see anything in the roadmap for this, but I *think* I know what it is. I'll see if I can get some product group folks to add clarity. The announcement in the Admin Center sure doesn't give us much to go on!

     

    M.

     

    cc: AdamHarmetz

    • Miceile Barrett's avatar
      Miceile Barrett
      Icon for Microsoft rankMicrosoft

      Hi MarcDAnderson

       

      I am Miceile, and am working on this feature and the rollout process.  I apologize for the confusion and would like to clarify.   

       

      The goal of this feature is to help users discover relevant and useful content within their lists and document libraries.  To access this feature, you will click the fliter icon located at the top right of your list or library.  

       Access SmartFilter

       

       

      This will open the Smartfilter pane, where you can apply/remove filters on the list or library. 

      SmartFilter Pane

      The help article will be ready to view within the next few hours.  I will update this post and comment here again with the link asap.  

       

      Without restating everything that is in the help article, I do want to note a few things about this feature:  

      1. The SmartFilter pane shown above fully integrates with the current method of column header filtering within lists and libraries (Current Filtering info).
      2. The filters a user will see in the SmartFilter pane are specific to the list/lib that is being viewed
        • (For example: In the screen shot above, the "People" column is a required field for the list and is always within the users view; thus it is shown in the SmartFilter Pane. Within this "People" filter, the 4 users shown are the most frequently appearing names in the "People" column of the list and therefore are displayed first in the panel)

      Thank you for your feedback Marc, I look forward to getting your opinions on the feature when you get access!  Let me know if there is any other info I can give or any questions that I could help answer.

       

      Best,

      Miceile  

      • Ivan54's avatar
        Ivan54
        Bronze Contributor

        any updates on this rollout?

        We don't have it yet in our first release tenant.

    • TomResing's avatar
      TomResing
      Icon for Microsoft rankMicrosoft

      MarcDAnderson, thanks for calling this out. I'm working on a help article that should put some more light on this. I thought this feature had been mentioned at ignite, maybe in a session by Kerem Yuceturk or Chris McNulty. It adds a new icon next to the info icon for lists and libraries and slides out an interactive pane, similar to the info pane. Where the info pane presents on item's metadata and allows interactive editing, the smart filter pane aggregates metadata from the current view. It allows interactive filtering of the list of items showing in the view.

      • Dean_Gross's avatar
        Dean_Gross
        Silver Contributor

        Doing a presentation at Ignite is not a substitute for proper documentation. A few thousand people may have a seen a presentation, and the number of O365 Admins is  many times more than that. It is imprerative that MS slow down the release of new features until the supporting documentation and adminisistrative controls are ready.

         

        It is very difficult to explain how things work to my (and your) paying customers when I don't have anything reliable to read.

Resources