Can someone explain WorkApps to me? I just dont get it.

Jef Forward

I am trying to understand the "why" behind WorkApps. At my first glance, it just seems redundant. I am clearly missing the point. I have not been able to find a video or article about the benefit of using it? Can anyone recommend a learning resource and maybe a case study or two? Thanks in advance. Jef

Andrée Starå

Hi @Jef Forward

I hope you're well and safe!

My 2 cents.

• Separate role-based access structure. (can have access in WorkApps without the need to be shared to assets in native Smartsheet)
• A role-based structure can be confined differently, so if you're, for example, an Admin, you'd like to see everything, but if you're a manager, you want to see the most relevant information.
• You can share reports using Current User so the viewer only can see what you've configured they should have access to.
• They don't need to see everything in Smartsheet except what they need.
• It looks like an App.
• Can have multiple apps for different purposes, processes, and so on.
• It can be customized with branding
• And much more

I'll get back to the post with more information later.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Ryan Sides

@Jef Forward I had the same knee-jerk reaction.

To emphasize one point on @Andrée Starå 's list that drove it home for me: They don't need to see everything in Smartsheet except what they need.

When I build smartsheet applications, I usually build dashboards backed up by reports and supporting metrics sheets, etc. But if my people need to see only 1 sheet for data entry and the associated dashboard, I can drop just those into a WorkApp and give them access to that. I don't want them to play around with any of the other reports and sheets.

Andrée Starå

@Jef Forward

https://www.youtube.com/watch?v=63QGmnp-7H4

https://www.youtube.com/watch?v=hKIwlnvjMoo

Jef Forward

Andre and Ryan, thank you so much! I am sure I will have more questions, I will get into this. Thanks

Andrée Starå

@Jef Forward

I'm always happy to help!

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Jef Forward

Hello Andre' and Rayn - thank you so much for your help. This has given me a lot to think about. I have been wanting to create a client portal, and this very well could be the best solution, even more than the dynamic view. Thanks, Jef