My Company from Slovenia is using SmartSheet to track inquires/sales all over the world. Each inquiry gets its own line and we enter in this line also country from where demand came from. Curenty we use this sheet only internal- only in company headquarter here in Slovenia.
Today our exclusive distributor from Germany expressed interest to have access to this sheet and to see&edit only lines where country is selected “Germany” (also we don’t want that he can see lines & attachments where other countries are selected)
How to do this? How to filter/make report… in order that distributor can see/edit only lines & attachments where country is selected “Germany”
- My first unsucessful attempt was by creating new WorkSpace --- create new report and grant German distributor only access to this new WorkSpace. But I surprisingly notice that person needs to have access to workspace where original sheet is saved in order to view data in report. Any reason behind this unlogic restriction? (From my point of view - If I make report and choose what this person can see/edit in report and grant him access only to this report WHY I need to grant him also access to sheet which contains a lot of other confidential data??).
- OK, then I came to idea to grant him access to Workspace where sheet is saved and hide all columns in that sheet (I also hide columns with comments and attachments). My idea was to reveal him filtered information in report. But I was disappointed because I realize, that I cannot hide/disable sheet-attachment-summary or sheet-comments-summary (full of data from other countries).
These restrictions are really limiting collaboration options! And we don’t want to create separate sheets for each country – this is not solution for us (because we will have +150 sheets just for tracking inquires all over the world).
Any idea?
