How can I share a filtered set of records with a colleague?

Sending the current browser URL only works reliably if the filters live on a saved view and your colleague already has access to that Base. Unsaved, on-the-fly filters may stay only on your screen.

(Diagram: save view → permission → open same view.)

(Local demo: sharing is access control on the folder/Base—not only a link.)

(Local demo: share dialog for nodes; colleagues still need permission unless you intentionally publish.)

What to do

1. Build the filter set you want them to see.
2. Save it as a named view (so filters persist on that view’s config).
3. Copy the link to that view (/base/…/viewId style) or tell them the view name.
4. Confirm they can open the Base (folder/Base membership or share). Private Bases require login with access—the link alone does not grant it.

How to verify

• Open the link in a private window as that colleague (or ask them): the same filters should apply.
• If they see all rows, either filters weren’t saved on the view, or you’re looking at a different view tab.

Boundaries

• Ad-hoc filters you haven’t saved may not travel with a pasted URL.
• Link ≠ permission (same rule as single-record share discussed elsewhere on the forum).
• For outsiders with no account, you need an intentional publish/embed path—not a private filtered view link.

Save the view, share access, then share the view link.

Prompt you can give an agent

Create a saved view named “Review set – {topic}” with these filters: …. Share instructions for colleague {name}: open that view after confirming Base access. Do not rely on unsaved filter chips in my personal session.

Saved view + access beats “here’s whatever I happened to filter.”