How to allow people to edit their row in a sign-up/registration sheet

I have created a signup form that links to a sheet. I would like to send out a reminder asking people to confirm that they are still planning on coming to the event by checking a box. Is there a way to make it so that they can check a box to confirm in the row that their name is in, without giving them access to the grid view of the whole sheet?

Best Answer

  • SoS | Dan Palenchar
    SoS | Dan Palenchar ✭✭✭✭✭✭
    Answer ✓

    There are several ways to do this, the best choice for you will depend on what plan/tools you have and if the people submitting the sign up form have Smartsheet accounts.

    If you have Dynamic View, this is a great use case. You can create a view that filters based on current user.

    If you have WorkApps, you can create a report from the Sheet that is filtered to the current user and give them access to this.

    If you do not have Dynamic View or WorkApps you can still create a current user report but must also give access to the Sheet. An easy workaround would be to hide the editable columns of the Sheet as only Sheet Owner & Admins can unhide columns. This is obviously not fool proof but is a simple way of accomplishing this if you don't have Enterprise or DV.

    Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)

    Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus

    Smartsheet Tutorial Videos: schoolofsheets.com/youtube

    👨🏼💻 Dan Palenchar | School of Sheets Solutions Consulting | Smartsheet Aligned Gold Partner

    If this helped, help me & the SSC by accepting and reacting w/ 💡insightful, ⬆️ Vote Up, and/or ❤️Awesome!

    PS - If you have a follow up response tag me @SoS | Dan Palenchar so I get notified of your reply!

Answers

  • SoS | Dan Palenchar
    SoS | Dan Palenchar ✭✭✭✭✭✭
    Answer ✓

    There are several ways to do this, the best choice for you will depend on what plan/tools you have and if the people submitting the sign up form have Smartsheet accounts.

    If you have Dynamic View, this is a great use case. You can create a view that filters based on current user.

    If you have WorkApps, you can create a report from the Sheet that is filtered to the current user and give them access to this.

    If you do not have Dynamic View or WorkApps you can still create a current user report but must also give access to the Sheet. An easy workaround would be to hide the editable columns of the Sheet as only Sheet Owner & Admins can unhide columns. This is obviously not fool proof but is a simple way of accomplishing this if you don't have Enterprise or DV.

    Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)

    Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus

    Smartsheet Tutorial Videos: schoolofsheets.com/youtube

    👨🏼💻 Dan Palenchar | School of Sheets Solutions Consulting | Smartsheet Aligned Gold Partner

    If this helped, help me & the SSC by accepting and reacting w/ 💡insightful, ⬆️ Vote Up, and/or ❤️Awesome!

    PS - If you have a follow up response tag me @SoS | Dan Palenchar so I get notified of your reply!