Data Mesh?

Angela Logie

So I have 2 sheets, Project Register and Customer Overdue invoices totals. The task I have is to email the Project Manager (Project Register) if there is information on their customers aged invoices, when they have Active projects. We dont want to Data Mesh the invoice information to the Project Register as we dont want all PMs to see other PMs or Customer info.

So I'm at a loss as to how to do this.

I did think about Copying Rows from Project Register for all Active projects to another sheet and then mesh that sheet with the invoice info. I would update the invoice info on a weekly basis.

However, how do I keep this new sheet up to date i.e. what if a project is closed on the Project Register, how do I keep that updated on the new sheet, so I'm not sending aged invoices to a project manager of a closed project?

Goodness, I hope this makes sense!

And thanks in advance for your help!

Yvonne Smythe

Hi @Angela Logie! I would do the following:

1. Create a sheet to pull the data from the two sheets into one sheet (ie lookup or index)
2. Use this filter view setting:
   https://help.smartsheet.com/articles/2478391-dynamic-view-create-administrate-views?_ga=2.241214402.1345723267.1594804063-1972920146.1586798756&_gl=117hzis1_gcl_auMTE0MjM1MDE4Ni4xNzMxODg2Mjc0LjEzMDUyMzk3NjEuMTczMjA4OTEwMC4xNzMyMDg5MTAw_gaNzEyNTEwMzEyLjE3MzE3NzU0ODM._ga_ZYH7XNXMZK*MTczMjg5NTUzNy4xMTMuMS4xNzMyODk2MTA2LjE3LjAuMA..#toc-configure-view-conditions-and-sharing-logic OR use the default view under share>collaborators and you can select 'filter'> current user filter. 
3. Use an automated workflow for row notifications on an assigned to field to ensure users see/receive only their line items with desired fields.

Hope this helps.

~Yvonne 🙂