How do I automate an inform email without sharing the sheet that collects the data?


I am creating a audit to collect data. I want to share the results of the audit via email, it is notifying me that I need to give them access to the sheets. This would have others data and would not want everyone seeing.


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 02/07/23

    Hi @alecantr

    I hope you're well and safe!

    You can send them an Alert and use the Placeholder feature.

    Or if it's the results for multiple people, you can either publish a report, send it, or use one of the Premium Apps, Dynamic View / WorkApps.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!