How Can I use data mesh between two sheets in a push and pull way?

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I need to use data mesh in a way that either sheets get updated when updates are made. also I am having problem with the execution. even though I have set the run for immediately but it still requires going to the workflow and running it before the target sheet gets updated.

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    Have you looked into creating a row report? That would allow for two way edits.

  • mahmadi
    mahmadi ✭✭
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    @Paul Newcome Thank you . I have but it doesn't look like one can update the reports sent to them. Also, in a scenario they can, will the users have access to the master sheet as well? the intention is to have sub sheets or reports from a main sheet and for users to be able to update certain columns so we get the updates back on the master sheet and there will be columns which are going to be locked and not editable for them.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    edited 08/23/23
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    What if you just had all of the individual sub sheets and then rolled them up in a report?


    Sticking with your existing structure, it sounds like you have an ideal use case for the premium add-on Dynamic View.

  • mahmadi
    mahmadi ✭✭
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    hi @Paul Newcome . I need the rolled up sheet or report to be editable. this is an overview of what I need. I truly appreciate your help. By the way, is the premium add-on dynamic view available?

    I need guidance on effectively using Smartsheet to achieve a particular data interaction: the push and pull of information.

    Here's a snapshot of my scenario:

    • I have a master sheet with approximately 500 rows and 90 columns.
    • I need to distribute specific column-based data subsets to 20 different personas.
    • Each persona should have access to specific columns, with varying levels of read and write permissions.
    • Some columns must remain read-only for certain personas, while others should be editable.
    • Depending on the persona, the number of accessible columns will vary.

    I've previously worked with Data Mesh, but it seems that this would necessitate two separate configurations for each sheet. I'd prefer a more streamlined approach.

    However, before I get too deep into crafting a solution, I wanted to touch base with this community:

    1. Is there a more straightforward or efficient method in Smartsheet to establish this type of push and pull mechanism, considering varying column permissions?
    2. Are there any best practices or strategies you'd suggest for implementing this, especially in terms of managing permissions and data accessibility?

    Note: I initially considered Dynamic View for this, but it won't be suitable for several reasons:

    • Multiple personas need the capability to export data.
    • The mass selection feature on sheets is crucial for us.
    • Dynamic View seems to be tailored for one-by-one updates, which is not practical for our requirements.


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