Is there a way to restrict the view of submitted expense reports? We would like to enable this function but want to make sure only the submitter can view their own requests.
Hi Stacy,
You might consider sending them a notification for their submitted expenses. Details on this are available here: https://help.smartsheet.com/articles/542904-using-notifications
Otherwise, you could potentially create a dashboard for each of your submitters and use a report widget to get their expenses in the dashboard. More on this here: https://help.smartsheet.com/articles/518547-create-edit-dashboard-portal
I've created a Smartsheets form. When someone submits the form, I want them to automatically be emailed a document that has resources and links, but the document is filtered to only show the content that corresponds with what they selected in the form. Is something like this possible? What types of documents or automations…
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