Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Cheery picking data from a sales sheet for customer to view
Hello,
We maintain orders for customers in a sales sheet, the columns look something like this;
Order Number
Customer name
Description
Manufacturer
Order Status
Ship Date
Delivery Date
Sales Value
This is our master sheet.
So to update our customers we have to look at the sheet and email them important information from it.
Is there a way to create a copy but filtered view of this sheet that can be shared with the customer.
Id like to create a read only sheet based off the master sheet and then filter that sheet and share it with customer. Filter would be show Customer A orders which are shipped and only these columns;
Order Number
Customer name
Description
Order Status
Delivery Date
I have been looking into cell linking but it seems you need to manually select each cell or range of cells as opposed to an entire column that you could then put a filter on on the sheet you are sharing with the customer.
Be great to be able to copy an existing sheet so that is is ready only. From there filters could be added to the ready only sheet and that be shared with the customer.
Any ideas on this?
Comments
-
Hi Deirdre,
There are a few different ways to accomplish this.
Depending on what information you wan't to share and when it could maybe work with an automated workflow thru Alerts & Actions or maybe with an report that gets sent out to the customer?
Would that work for you scenario?
I hope this helps you!
Best,
Andrée
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.
-
Reports. One per customer.
Provide a Published Link (read-only) to them.
Craig
-
Hello Andree and Craig,
Thank-you very much for your help. I appreciate that. I will try it out.
I tried to reply to each of your replies and perhaps its the browser but the reply or heart symbol was not clickable.
However, Many Thanks,
Deirdre -
Hi again Deirdre,
Happy to help!
Have a fantastic day!
Best,
Andrée
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.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.6K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 466 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives