Collections

How are users shared to Collections able to view the collection? It does not show up as a workspace and it appears that they are not even able to use the search feature to locate the assets?

Isis Taylor, MBA

Core App and Project Management Certified

Peer Connect, Mobilizer, and Early Adopter Program

Best Answer

  • Naeem Ejaz
    Naeem Ejaz ✭✭✭✭✭✭
    Answer βœ“
    • Collections do NOT appear in the Workspace list
      Unlike workspaces, Collections are not a structural folder or container in the left-hand panel β€” they’re more like a saved view/grouping of assets, similar to a playlist.

    • Collections are personal or shared via link only
      Collections do not automatically appear in someone’s view just because they’ve been "shared to the collection". They need to:
      • Be given the direct link to the collection, OR
      • Find it in the "Collections" panel if they created it or it was shared and added to their view.

    • Search limitations
      Users generally cannot search for a collection by name unless:
      • They created it
      • They've already accessed and saved/viewed it before

    • Access to items inside the Collection still depends on sheet permissions
      Even if a user has access to a collection, they still need the correct sheet/report/dashboard permissions to view the individual items inside it.

    PMO & Smartsheet Consultant

    naeemejaz@hotmail.com

    00923455332351

Answers

  • Naeem Ejaz
    Naeem Ejaz ✭✭✭✭✭✭

    Users shared to a Collection will not see it automatically in their navigation or search. They need the direct link to access it.

    PMO & Smartsheet Consultant

    naeemejaz@hotmail.com

    00923455332351

  • Naeem Ejaz
    Naeem Ejaz ✭✭✭✭✭✭
    Answer βœ“
    • Collections do NOT appear in the Workspace list
      Unlike workspaces, Collections are not a structural folder or container in the left-hand panel β€” they’re more like a saved view/grouping of assets, similar to a playlist.

    • Collections are personal or shared via link only
      Collections do not automatically appear in someone’s view just because they’ve been "shared to the collection". They need to:
      • Be given the direct link to the collection, OR
      • Find it in the "Collections" panel if they created it or it was shared and added to their view.

    • Search limitations
      Users generally cannot search for a collection by name unless:
      • They created it
      • They've already accessed and saved/viewed it before

    • Access to items inside the Collection still depends on sheet permissions
      Even if a user has access to a collection, they still need the correct sheet/report/dashboard permissions to view the individual items inside it.

    PMO & Smartsheet Consultant

    naeemejaz@hotmail.com

    00923455332351

  • Isis T
    Isis T ✭✭

    @Naeem Ejaz Thank you, that was very helpful.

    I currently use WorkApps and I am just starting to use Collections. I prefer the functionality in WorkApps much better, but I'm trying to get comfortable using Collections as that will become the new normal.

    Isis Taylor, MBA

    Core App and Project Management Certified

    Peer Connect, Mobilizer, and Early Adopter Program