@Mentions in Dynamic Views in WorkApps

MHalvey

I'm wondering if anyone has any good solutions for this case.

We have developed a ticket system in sheets that filter to a report and then connected in a dynamic view. We add the dynamic view to a WorkApps that is partner facing. Partners are only shared to the WorkApps to see/work the tickets. They can edit certain cells, see attachments, change status', etc in the dynamic view. As it sits, if they aren't shared to the underline sheet, you cannot use the popup of "@mention ability" in the WorkApps, see image below.

Through testing in the same above case, if a user is only shared with the WorkApps and you can manually type their full email address like so "@mhalvey@central-payments.com" and hit space, the text will change color and the email @mention alert will still go through to that user, see image below.

This is the current direction my team is working with, it's not ideal but we are working with it. I'm wondering if anyone has any other insight or thoughts on a workaround for @mentions on dynamic views to front facing partners outside your company? WorkApps and Dynamic View are such wonderful tools for showing only specific assets, editing certain cells, etc. however when trying to keep all communication in the row, it falls short.

Which takes to me to my final point, even if you share the underlining sheet or not, all the email alerts for @mentions will have links to the source sheet and not the WorkApps or Dynamic View in the WorkApps. This causes a lot of confusion and incorrect clicking of links/access requests, especially for front facing to partners who don't work in Smartsheet daily.

I'd love to hear others thoughts on this and ways you work through this if you share assets outside your organization and having users communicate in them.

Thank you for your time,

Michael

Genevieve P.

Hi @MHalvey

Firstly, thank you for posting about your process and experience! This content would be helpful for the Product team to hear as well - when you have a minute, please add your vote and comments to these Product Ideas:

• @ people within WorkApps commenting
• Dynamic View Comments notifications for user without access to source sheet

To eliminate the sheet name in an email notification, you would need to use sheet workflows (versus @mention emails) and use the Message Only option. You could surface the comment in a Latest Comment column (see: Add a latest comment column) then surface that content in the message (Customize the content of your alerts and requests)

Cheers,

Genevieve

MHalvey

Thank you @Genevieve P. - I'm happy to hear my case was looked at and I voted for both of those community posts. Thank you for that.

I'll look to see about switching from @Mention emails to Sheet Workflow alerts.

Have a wonderful rest of your day,

Michael

Jason Hidek

We are also heavy dynamic view users with external partners that we ONLY want to comment with them. However, unless we add them as Commenters to the underlying sheet, we do NOT get their email response.

Through a report (not a report through a Workapp), if you @tag someone not shared or associated with your account, users with Share rights get a popup to add the person as a commenter.

However, this popup does not work in the Dynamic View. Your @tag simply is posted in the conversation, but ther response email never comes back through.