Automatically add people in Contacts column depending on the Country
Hello everyone,
My team has a sheet with Submitter, Country, Recommendation columns. Each Recommendation is related to a Country. According to the Country, the Submitter field would have to be automatically filled with the respective people for the specific country.
The Recommendations are added through a form.
In addition, all Users should be able to View ALL Recommendations, and Edit ONLY the Recommendations of their Country.
Also, we don't want to provide access to the users to the Sheet, so we would like to use Reports for this implementation.
One implementation would be to create one Report for each Country for Editing purposes, where only the users of this country will have access to. However this would create many Reports and we would like to avoid that.
Is there a way to implement this, taking into consideration all the above requirements?
Thank you in advance!
Answers
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Hi @moraki
I hope you're well and safe!
You could use one of the Premium apps, Dynamic View or WorkApps.
Is that an option?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Happy to help!
Yes, I read through it again, and to make it work without any premium apps, you would have to have different sheets per country and share the ones that they should be able to see as view only and the country the should be able to edit, as editor. Then they can see everything but only edit what they should be able to.
Make sense?
Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you for your reply.
That would work but, as I explained, we would like to avoid having a different sheet for each Country, as we currently have 200 Countries, and the creation and maintenance of all these sheets would be difficult.
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You're more than welcome!
Yes, 200 sheets is a lot. Then, the only viable options are the premium apps.
Feel free to reach out at andree@workbold.com, and I'd be happy to help you with the premium app licenses and more.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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