Is it possible to restrict certain information within a sheet based on users?
I have admin access to a sheet that was created internally. There are other users that have access as well but I'd like to restrict certain information within the sheet to particular users.
Is it possible to create a condition that will restrict certain information?
Best Answers
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Hi @Kee2743
I hope you're well and safe!
If it's ok for the users to be able to access the information, but you want to hide it to simplify or make it harder to see, you could use a Report.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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You could use a report, but that means the users will still need to be shared to the underlying report with at least editor access.
Do you have access to Dynamic View or WorkApps?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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What exactly do you mean by "restrict"? Hide from view, make uneditable, something else?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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By restrict, I mean to hide from view.
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It sounds like you need the premium add-on Dynamic View.
Do they need to be able to edit the information they can see?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi @Kee2743
I hope you're well and safe!
If it's ok for the users to be able to access the information, but you want to hide it to simplify or make it harder to see, you could use a Report.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks! Yes, they need to be able to edit the information they see.
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You could use a report, but that means the users will still need to be shared to the underlying report with at least editor access.
Do you have access to Dynamic View or WorkApps?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Perfect! Thanks for the help. I was able to make several reports and filtered the information based on who should have access.
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Happy to help. 👍️
Just keep in mind that the users will also need at least editor access to the sheet in addition to the report to be able to make the updates in the report. This means that they could navigate to the sheet and view the data directly.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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