Best Way to Have a Back-and-Forth with Non-Users?
I have a sheet with info for a few hundred people. For privacy reasons I cannot share it with them, because they cannot view other people's rows (a selectively hidden feature I've put in a vote for).
So I send everyone their information in an update request and ask them to fill it out. I then see their answer, respond, and it sends an update back to them on their data again plus my response.
But sometimes there is a need for more correspondence and we have a whole back and forth. Is there a clean way to do this? The only way I can think of is to have several Q&A columns, for me and for them, where when I ask a question that automatically sends them an update request, and then they answer by filling out the form, and I see it and respond again while at the same time sending them my last answer, etc...
I would even resort to email because that would be much cleaner.
Thanks for any help
Comments
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O is there a way for my master sheet to populate into individual sheets for each person? I am not merely looking for reports, but a way for us to enter information back and forth and see it updated on each other's sheets.
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Hi,
- Maybe you could use the native comments instead and have it trigger the update request and maybe also only have it trigger if something else is true.
- Yes, it's possible but if it's a good solution depends on your specific needs. Can you share the sheet or some screenshots with more information?
I hope this helps you!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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.
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If you have the correspondence through email, you can save the email to a folder on your computer and then attach that email to a specific row or sheet.
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