Enabling Information Push and Pull in Smartsheet
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:
- Is there a more straightforward or efficient method in Smartsheet to establish this type of push and pull mechanism, considering varying column permissions?
- 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.
@Paul Newcome thanks for having a conversation on this topic with me
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