How to request Update but filtering by topic?

ElabidKhad

Hi,

I am managing a data base of 10 programs that needs updates on around 20 line items per programs. I would normally use the "form" option but for this particular case I want to ask key contacts for updates but I want them to have a table view where they can cross a box if they have an update for that specific line and add a comment box that they can fill if they need to say something. I also do not want to give them access to my smartsheet.

Is there a way to do that?

Exemple Contact A manages 2 programs out of the 10, within those 2 programs there is 20 lines that requires him to tell me 1. Did completed that line (checking a box would be the simplest I feel like 2. does he has any comment?

Thank you for your help.

Courtney S.

It sounds like you want a filtered view of your base sheet that still allows the user to make some changes. The way I know to do that is to create a Dynamic View, which is an extra price:

Dynamic View: Create and manage views of your data | Smartsheet Learning Center

Apps and Integrations | Smartsheet Learning Center

Intro to Dynamic View | Smartsheet Learning Center

If the table view is something you're willing to drop, I think the best option with base Smartsheet would be automated Update Requests. Request updates with workflows | Smartsheet Learning Center

If you want to give them a filtered table without the underlying sheet access, you can publish a report, but they won't be able to edit anything. Publish a sheet, report, or dashboard | Smartsheet Learning Center

Courtney S.

Actually, publishing a report would allow them to add comments. You could set up a workflow for yourself to be alerted of new comments, and instruct your key contacts to give you sheet update instructions in the comments.

Courtney S.

It sounds like you want a filtered view of your base sheet that still allows the user to make some changes. The way I know to do that is to create a Dynamic View, which is an extra price:

Dynamic View: Create and manage views of your data | Smartsheet Learning Center

Apps and Integrations | Smartsheet Learning Center

Intro to Dynamic View | Smartsheet Learning Center

If the table view is something you're willing to drop, I think the best option with base Smartsheet would be automated Update Requests. Request updates with workflows | Smartsheet Learning Center

If you want to give them a filtered table without the underlying sheet access, you can publish a report, but they won't be able to edit anything. Publish a sheet, report, or dashboard | Smartsheet Learning Center

Courtney S.

Actually, publishing a report would allow them to add comments. You could set up a workflow for yourself to be alerted of new comments, and instruct your key contacts to give you sheet update instructions in the comments.

ElabidKhad

Thank you this is perfect! I do have the upgraded plan but never realized what Dynamic view was for. Magic!