Requesting Updates Externally without giving EDITOR access to our workspace

Hello Community

Trying to explore the best option to request update from External Customer without 1. Having to SHARE, grant them EDITOR access to our Project Sheet and 2. Getting them a license and 3. Something that also avoids them having to be prompted to sign into SS.

Example - For use of CRAID log where we are documenting issues. Certain issues, customer is assigned so we just want to obtain an update on status.

In this situation, would the option to use workflow to REQUEST UPDATE? Will this solution allow them to simply update the form? Thank you

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Accepted answers

Darren Mullen

@Christine Cao Sure, but it's not very secure

All comments

Darren Mullen

@Christine Cao From your description, sending an update request sounds like the best solution since it doesn't require them to login.

Christine Cao

@Darren Mullen - thanks for chiming in. Does publishing the sheet, selecting "EDIT BY ANYONE" and available to anyone link allow the recipient to edit without having to login?

Darren Mullen

@Christine Cao Sure, but it's not very secure

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