Filter View Access for certain users

Daniel T.

Hi everyone,

I am using Smartsheet to implement an AM (additive manufacturing) order tool for a SME, which uses AM for prototyping. Objective of that project is to directly set an order out of the CAD programm (STL-file, part specifications) into Smartsheet, which will automatically send a notification to the supplier, who will then have access to an order form to fill in the confirmation data.

It is important that the supplier has an overview over all the orders from us, but since we are working together with more than one supplier, I want to hide orders from other suppliers. With the filtering function, one can only display the orders from one supplier by setting a criteria. Now, I want to ask if it is possible only to enable a filtered sheet for certain users?



Or does anyone has suggestions how to solve this issue?



Thanks in advance for your support!

Jack SSCR

I don't think it is possible to apply filters based on the user without a 3rd party app.  However, to get the specific order information from each client I would suggest that you set up an automated action (update request) which is triggered by a new row.

As for sharing only specific orders with your client, the best way to do this would be using a report with the filter already applied.